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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,386 | $100,970-4.5% | $96,576-0.2% | $137,256-29.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.40% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,296 | $3,809+39.0% | $3,553+49.1% | $4,156+27.4% |
| Participant deferral / active EE | $10,817 | $8,286+30.5% | $7,956+36.0% | $6,407+68.8% |
| Admin fee / account holder | $115 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |