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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,799 | $127,387-31.1% | $115,038-23.7% | $125,389-30.0% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 0.37% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,274 | $5,166-36.6% | $4,608-28.9% | $4,866-32.7% |
| Participant deferral / active EE | $8,349 | $6,423+30.0% | $6,026+38.5% | $5,352+56.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |