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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,423 | $126,661-19.9% | $113,397-10.6% | $138,895-27.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.23% | 25.05%-7.8pp | 23.20%-6.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,493 | $3,456+1.1% | $2,977+17.3% | $4,194-16.7% |
| Participant deferral / active EE | $10,763 | $5,693+89.1% | $5,076+112.0% | $6,396+68.3% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |