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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,517 | $102,609-5.0% | $98,090-0.6% | $138,895-29.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.74% | 36.44%-23.7pp | 37.05%-24.3pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $300 | $11,434-97.4% | $11,815-97.5% | $12,562-97.6% |