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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,067 | $102,609-21.0% | $98,090-17.4% | $138,895-41.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.47% | 36.44%-15.0pp | 37.05%-15.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $3,887 | $3,867+0.5% | $3,606+7.8% | $4,194-7.3% |
| Participant deferral / active EE | $11,724 | $8,167+43.5% | $7,845+49.4% | $6,396+83.3% |
| Admin fee / account holder | $150 | $11,434-98.7% | $11,815-98.7% | $12,562-98.8% |