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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,938 | $177,595-9.9% | $148,496+7.7% | $198,609-19.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.29% | 9.97%-0.7pp | 12.33%-3.0pp | 202.70%-193.4pp |
| Employer contribution / active EE | $3,872 | $4,098-5.5% | $3,497+10.7% | $5,055-23.4% |
| Participant deferral / active EE | $2,581 | $5,539-53.4% | $4,808-46.3% | $6,977-63.0% |
| Admin fee / account holder | $267 | $27,010-99.0% | $19,547-98.6% | $19,030-98.6% |