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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,386 | $135,905-29.1% | $126,068-23.5% | $198,609-51.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.40% | 14.07%+3.3pp | 15.01%+2.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $5,296 | $4,245+24.8% | $3,968+33.5% | $5,055+4.8% |
| Participant deferral / active EE | $10,817 | $8,523+26.9% | $8,214+31.7% | $6,977+55.0% |
| Admin fee / account holder | $115 | $21,036-99.5% | $18,264-99.4% | $19,030-99.4% |