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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,573 | $104,650+11.4% | $83,854+39.0% | $155,188-24.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 12.44% | 28.97%-16.5pp | 31.39%-19.0pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,112 | $1,196-7.1% | $1,017+9.3% | $4,248-73.8% |
| Participant deferral / active EE | $2,241 | $2,367-5.3% | $2,035+10.1% | $6,531-65.7% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |