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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,423 | $124,425-18.5% | $112,040-9.5% | $137,256-26.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.23% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,493 | $3,411+2.4% | $2,954+18.2% | $4,156-16.0% |
| Participant deferral / active EE | $10,763 | $5,718+88.2% | $5,098+111.1% | $6,407+68.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |