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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,964 | $127,387+0.5% | $115,038+11.2% | $125,389+2.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.17% | 31.28%-29.1pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,184 | $5,166-77.1% | $4,608-74.3% | $4,866-75.7% |
| Participant deferral / active EE | $12,089 | $6,423+88.2% | $6,026+100.6% | $5,352+125.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |