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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,650 | $102,609-5.8% | $98,090-1.5% | $138,895-30.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.56% | 36.44%-17.9pp | 37.05%-18.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,040 | $3,867+4.5% | $3,606+12.0% | $4,194-3.7% |
| Participant deferral / active EE | $8,770 | $8,167+7.4% | $7,845+11.8% | $6,396+37.1% |
| Admin fee / account holder | $139 | $11,434-98.8% | $11,815-98.8% | $12,562-98.9% |