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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,334 | $162,967-42.7% | $135,792-31.3% | $138,895-32.8% |
| Participation rate | 94.4% | 78.3%+16.1pp | 72.6%+21.9pp | 79.9%+14.5pp |
| Annual return | 18.97% | 30.08%-11.1pp | 25.96%-7.0pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,602 | $4,211-14.5% | $3,496+3.0% | $4,194-14.1% |
| Participant deferral / active EE | $8,833 | $5,640+56.6% | $4,759+85.6% | $6,396+38.1% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |