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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,304 | $127,387-32.3% | $115,038-25.0% | $125,389-31.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.97% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,748 | $5,166+11.3% | $4,608+24.7% | $4,866+18.1% |
| Participant deferral / active EE | $5,141 | $6,423-20.0% | $6,026-14.7% | $5,352-3.9% |
| Admin fee / account holder | $225 | $9,516-97.6% | $8,175-97.3% | $9,541-97.6% |