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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,403 | $126,661-15.2% | $113,397-5.3% | $138,895-22.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.67% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,473 | $3,456+58.3% | $2,977+83.8% | $4,194+30.5% |
| Participant deferral / active EE | $6,505 | $5,693+14.3% | $5,076+28.1% | $6,396+1.7% |
| Admin fee / account holder | $136 | $14,549-99.1% | $11,957-98.9% | $12,562-98.9% |