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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,064 | $112,729-15.7% | $98,716-3.7% | $137,256-30.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.70% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,991 | $2,725+9.7% | $2,279+31.3% | $4,156-28.0% |
| Participant deferral / active EE | $22,228 | $4,640+379.0% | $4,048+449.2% | $6,407+246.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |