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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,784 | $162,967-40.0% | $135,792-28.0% | $138,895-29.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.97% | 30.08%-14.1pp | 25.96%-10.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,485 | $4,211-41.0% | $3,496-28.9% | $4,194-40.8% |
| Participant deferral / active EE | $3,104 | $5,640-45.0% | $4,759-34.8% | $6,396-51.5% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |