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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,516 | $199,109-56.5% | $173,730-50.2% | $154,746-44.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.14% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,716 | $5,311-67.7% | $4,577-62.5% | $4,379-60.8% |
| Participant deferral / active EE | $3,901 | $7,113-45.1% | $6,326-38.3% | $6,730-42.0% |
| Admin fee / account holder | $94 | $20,916-99.6% | $17,523-99.5% | $14,365-99.3% |