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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,064 | $105,623+6.1% | $87,502+28.1% | $273,972-59.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.50% | 12.26%-9.8pp | 12.21%-9.7pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,642 | $3,141-47.7% | $2,550-35.6% | $4,869-66.3% |
| Participant deferral / active EE | $3,994 | $3,601+10.9% | $3,149+26.9% | $5,287-24.5% |
| Admin fee / account holder | $104 | $4,781-97.8% | $4,221-97.5% | $10,133-99.0% |