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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,387 | $106,115-28.0% | $85,969-11.1% | $125,388-39.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 13.85% | 13.93%-0.1pp | 9.32%+4.5pp | 282.24%-268.4pp |
| Employer contribution / active EE | $4,339 | $4,537-4.4% | $3,474+24.9% | $4,866-10.8% |
| Participant deferral / active EE | $1,778 | $4,859-63.4% | $3,829-53.6% | $5,352-66.8% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |