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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,001 | $211,946-23.1% | $169,452-3.8% | $135,380+20.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 5.89% | 3.26%+2.6pp | 1.83%+4.1pp | 519.81%-513.9pp |
| Employer contribution / active EE | $4,968 | $5,117-2.9% | $4,157+19.5% | $4,779+3.9% |
| Participant deferral / active EE | $11,450 | $6,075+88.5% | $5,277+117.0% | $5,609+104.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |