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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,165 | $177,595+2.6% | $148,496+22.7% | $198,609-8.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.82% | 9.97%+6.9pp | 12.33%+4.5pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,908 | $4,098-53.4% | $3,497-45.4% | $5,055-62.3% |
| Participant deferral / active EE | $7,968 | $5,539+43.8% | $4,808+65.7% | $6,977+14.2% |
| Admin fee / account holder | $71 | $27,010-99.7% | $19,547-99.6% | $19,030-99.6% |