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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,857 | $161,352-12.1% | $134,172+5.7% | $137,256+3.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 27.37% | 28.72%-1.4pp | 25.30%+2.1pp | 220.34%-193.0pp |
| Employer contribution / active EE | $3,035 | $4,099-26.0% | $3,420-11.3% | $4,156-27.0% |
| Participant deferral / active EE | $3,540 | $5,552-36.2% | $4,690-24.5% | $6,407-44.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |