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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,597 | $100,970-11.3% | $96,576-7.2% | $137,256-34.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.62% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,761 | $3,809-1.3% | $3,553+5.9% | $4,156-9.5% |
| Participant deferral / active EE | $8,847 | $8,286+6.8% | $7,956+11.2% | $6,407+38.1% |
| Admin fee / account holder | $115 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |