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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,568 | $107,809-12.3% | $97,032-2.5% | $155,188-39.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.86% | 38.06%-20.2pp | 35.38%-17.5pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,965 | $2,911+36.2% | $2,629+50.8% | $4,248-6.7% |
| Participant deferral / active EE | $23,369 | $5,129+355.6% | $4,672+400.1% | $6,531+257.8% |
| Admin fee / account holder | $197 | $10,717-98.2% | $9,418-97.9% | $14,480-98.6% |