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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,232 | $124,425-29.9% | $112,040-22.1% | $137,256-36.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.86% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,206 | $3,411+81.9% | $2,954+110.1% | $4,156+49.3% |
| Participant deferral / active EE | $19,148 | $5,718+234.8% | $5,098+275.6% | $6,407+198.9% |
| Admin fee / account holder | $167 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |