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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,779 | $102,609-16.4% | $98,090-12.6% | $138,895-38.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.97% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $9,480 | $3,867+145.1% | $3,606+162.9% | $4,194+126.0% |
| Participant deferral / active EE | $8,063 | $8,167-1.3% | $7,845+2.8% | $6,396+26.1% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |