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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,779 | $100,970-15.0% | $96,576-11.2% | $137,256-37.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.97% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $9,480 | $3,809+148.9% | $3,553+166.8% | $4,156+128.1% |
| Participant deferral / active EE | $8,063 | $8,286-2.7% | $7,956+1.3% | $6,407+25.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |