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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,689 | $97,289+1.4% | $92,805+6.3% | $155,188-36.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.31% | 29.03%-8.7pp | 31.59%-11.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,333 | $3,632-8.2% | $3,424-2.7% | $4,248-21.5% |
| Participant deferral / active EE | $12,665 | $8,795+44.0% | $8,448+49.9% | $6,531+93.9% |
| Admin fee / account holder | $215 | $12,015-98.2% | $10,911-98.0% | $14,480-98.5% |