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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,633 | $138,312-7.7% | $122,979+3.8% | $155,188-17.8% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 15.99% | 22.06%-6.1pp | 20.12%-4.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $14,308 | $3,530+305.3% | $3,062+367.2% | $4,248+236.8% |
| Participant deferral / active EE | $14,307 | $5,592+155.8% | $5,003+186.0% | $6,531+119.1% |
| Admin fee / account holder | $4 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |