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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,645 | $177,595-22.5% | $148,496-7.3% | $198,609-30.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.52% | 9.97%+7.5pp | 12.33%+5.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,421 | $4,098-16.5% | $3,497-2.2% | $5,055-32.3% |
| Participant deferral / active EE | $5,371 | $5,539-3.0% | $4,808+11.7% | $6,977-23.0% |
| Admin fee / account holder | $73 | $27,010-99.7% | $19,547-99.6% | $19,030-99.6% |