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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,109 | $167,415-25.9% | $140,514-11.7% | $198,609-37.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.28% | 13.85%+4.4pp | 14.36%+3.9pp | 202.70%-184.4pp |
| Employer contribution / active EE | $3,452 | $4,088-15.6% | $3,378+2.2% | $5,055-31.7% |
| Participant deferral / active EE | $13,749 | $5,579+146.4% | $4,919+179.5% | $6,977+97.1% |
| Admin fee / account holder | $259 | $16,730-98.4% | $13,697-98.1% | $19,030-98.6% |