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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,109 | $124,425-0.3% | $112,040+10.8% | $137,256-9.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.28% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,452 | $3,411+1.2% | $2,954+16.8% | $4,156-16.9% |
| Participant deferral / active EE | $13,749 | $5,718+140.4% | $5,098+169.7% | $6,407+114.6% |
| Admin fee / account holder | $259 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |