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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,718 | $167,533-13.6% | $151,645-4.6% | $134,545+7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.76% | 7.81%-4.1pp | 3.34%+0.4pp | 418.37%-414.6pp |
| Employer contribution / active EE | $7,763 | $6,828+13.7% | $6,165+25.9% | $4,742+63.7% |
| Participant deferral / active EE | $6,709 | $8,985-25.3% | $8,363-19.8% | $6,401+4.8% |
| Admin fee / account holder | $4 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |