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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,714 | $124,425-11.0% | $112,040-1.2% | $137,256-19.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.72% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,141 | $3,411-37.2% | $2,954-27.5% | $4,156-48.5% |
| Participant deferral / active EE | $9,082 | $5,718+58.8% | $5,098+78.2% | $6,407+41.8% |
| Admin fee / account holder | $128 | $15,207-99.2% | $12,098-98.9% | $12,270-99.0% |