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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,542 | $136,860-40.4% | $120,344-32.2% | $154,746-47.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.11% | 21.38%+0.7pp | 20.30%+1.8pp | 172.34%-150.2pp |
| Employer contribution / active EE | $3,862 | $3,533+9.3% | $3,020+27.9% | $4,379-11.8% |
| Participant deferral / active EE | $8,028 | $5,793+38.6% | $5,135+56.3% | $6,730+19.3% |
| Admin fee / account holder | $109 | $15,393-99.3% | $12,742-99.1% | $14,365-99.2% |