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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,056 | $107,666+4.1% | $102,184+9.7% | $154,746-27.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.42% | 29.33%-11.9pp | 31.58%-14.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,892 | $3,846-24.8% | $3,594-19.5% | $4,379-34.0% |
| Participant deferral / active EE | $21,780 | $8,719+149.8% | $8,309+162.1% | $6,730+223.6% |
| Admin fee / account holder | $253 | $12,943-98.0% | $11,609-97.8% | $14,365-98.2% |