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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,005 | $215,361-22.0% | $171,082-1.8% | $273,972-38.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.61% | 25.14%-16.5pp | 32.56%-23.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,393 | $5,543+159.6% | $4,797+200.0% | $5,287+172.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |