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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,423 | $215,361-31.1% | $171,082-13.2% | $273,972-45.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.29% | 25.14%-14.8pp | 32.56%-22.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $5,747 | $4,967+15.7% | $4,002+43.6% | $4,869+18.0% |
| Participant deferral / active EE | $11,217 | $5,543+102.4% | $4,797+133.8% | $5,287+112.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |