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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,257 | $100,970-12.6% | $96,576-8.6% | $137,256-35.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.27% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $20,101 | $3,809+427.7% | $3,553+465.7% | $4,156+383.7% |
| Participant deferral / active EE | $9,400 | $8,286+13.4% | $7,956+18.1% | $6,407+46.7% |
| Admin fee / account holder | $14 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |