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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,542 | $124,425-34.5% | $112,040-27.2% | $137,256-40.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.11% | 24.72%-2.6pp | 24.52%-2.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,862 | $3,411+13.2% | $2,954+30.7% | $4,156-7.1% |
| Participant deferral / active EE | $8,028 | $5,718+40.4% | $5,098+57.5% | $6,407+25.3% |
| Admin fee / account holder | $109 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |