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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,650 | $107,666-10.2% | $102,184-5.4% | $154,746-37.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.56% | 29.33%-10.8pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,040 | $3,846+5.0% | $3,594+12.4% | $4,379-7.7% |
| Participant deferral / active EE | $8,770 | $8,719+0.6% | $8,309+5.5% | $6,730+30.3% |
| Admin fee / account holder | $139 | $12,943-98.9% | $11,609-98.8% | $14,365-99.0% |