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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,358 | $107,666-7.7% | $102,184-2.8% | $154,746-35.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 31.28% | 29.33%+2.0pp | 31.58%-0.3pp | 172.34%-141.1pp |
| Employer contribution / active EE | $5,490 | $3,846+42.7% | $3,594+52.8% | $4,379+25.4% |
| Participant deferral / active EE | $13,143 | $8,719+50.7% | $8,309+58.2% | $6,730+95.3% |
| Admin fee / account holder | $98 | $12,943-99.2% | $11,609-99.2% | $14,365-99.3% |