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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,408 | $112,729-8.3% | $98,716+4.8% | $137,256-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.48% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,655 | $2,725-2.6% | $2,279+16.5% | $4,156-36.1% |
| Participant deferral / active EE | $2,655 | $4,640-42.8% | $4,048-34.4% | $6,407-58.6% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |