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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,573 | $107,809+0.7% | $97,032+11.9% | $155,188-30.0% |
| Participation rate | 93.3% | 75.5%+17.9pp | 71.6%+21.8pp | 80.8%+12.5pp |
| Annual return | 11.28% | 38.06%-26.8pp | 35.38%-24.1pp | 148.84%-137.6pp |
| Employer contribution / active EE | $3,053 | $2,911+4.9% | $2,629+16.1% | $4,248-28.1% |
| Participant deferral / active EE | $5,418 | $5,129+5.6% | $4,672+16.0% | $6,531-17.0% |
| Admin fee / account holder | $25 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |