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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,109 | $136,860-9.3% | $120,344+3.1% | $154,746-19.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.28% | 21.38%-3.1pp | 20.30%-2.0pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,452 | $3,533-2.3% | $3,020+14.3% | $4,379-21.2% |
| Participant deferral / active EE | $13,749 | $5,793+137.3% | $5,135+167.8% | $6,730+104.3% |
| Admin fee / account holder | $259 | $15,393-98.3% | $12,742-98.0% | $14,365-98.2% |