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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,294 | $136,860-3.3% | $120,344+9.9% | $154,746-14.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.87% | 21.38%-1.5pp | 20.30%-0.4pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,650 | $3,533-25.0% | $3,020-12.3% | $4,379-39.5% |
| Participant deferral / active EE | $11,865 | $5,793+104.8% | $5,135+131.1% | $6,730+76.3% |
| Admin fee / account holder | $144 | $15,393-99.1% | $12,742-98.9% | $14,365-99.0% |