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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,629 | $132,310-9.6% | $105,754+13.1% | $273,972-56.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.26% | 10.08%-2.8pp | 12.25%-5.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,380 | $4,867-10.0% | $4,079+7.4% | $4,869-10.0% |
| Participant deferral / active EE | $6,308 | $6,233+1.2% | $5,326+18.5% | $5,287+19.3% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |