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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,963 | $147,594-12.6% | $121,871+5.8% | $198,609-35.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 13.89% | 12.94%+1.0pp | 13.57%+0.3pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,551 | $3,007-15.2% | $2,731-6.6% | $5,055-49.5% |
| Participant deferral / active EE | $8,199 | $5,168+58.6% | $4,318+89.9% | $6,977+17.5% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |