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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,224 | $97,289-4.2% | $92,805+0.5% | $155,188-39.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.05% | 29.03%-7.0pp | 31.59%-9.5pp | 148.84%-126.8pp |
| Employer contribution / active EE | $3,461 | $3,632-4.7% | $3,424+1.1% | $4,248-18.5% |
| Participant deferral / active EE | $20,700 | $8,795+135.3% | $8,448+145.0% | $6,531+216.9% |
| Admin fee / account holder | $160 | $12,015-98.7% | $10,911-98.5% | $14,480-98.9% |