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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,597 | $107,666-16.8% | $102,184-12.3% | $154,746-42.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.62% | 29.33%-11.7pp | 31.58%-14.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,761 | $3,846-2.2% | $3,594+4.7% | $4,379-14.1% |
| Participant deferral / active EE | $8,847 | $8,719+1.5% | $8,309+6.5% | $6,730+31.5% |
| Admin fee / account holder | $115 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |