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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,957 | $145,431-1.0% | $211,142-31.8% | $87,485+64.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 14.66% | 27.21%-12.5pp | 46.84%-32.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,854 | $4,662-38.8% | $6,442-55.7% | $2,596+9.9% |
| Participant deferral / active EE | $3,982 | $6,859-41.9% | $9,284-57.1% | $4,274-6.8% |
| Admin fee / account holder | $19 | $17,052-99.9% | $19,076-99.9% | $7,775-99.8% |