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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,650 | $100,970-4.3% | $96,576+0.1% | $137,256-29.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.56% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,040 | $3,809+6.1% | $3,553+13.7% | $4,156-2.8% |
| Participant deferral / active EE | $8,770 | $8,286+5.8% | $7,956+10.2% | $6,407+36.9% |
| Admin fee / account holder | $139 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |