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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,689 | $107,666-8.3% | $102,184-3.4% | $154,746-36.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.31% | 29.33%-9.0pp | 31.58%-11.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,333 | $3,846-13.3% | $3,594-7.3% | $4,379-23.9% |
| Participant deferral / active EE | $12,665 | $8,719+45.3% | $8,309+52.4% | $6,730+88.2% |
| Admin fee / account holder | $215 | $12,943-98.3% | $11,609-98.1% | $14,365-98.5% |