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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,255 | $254,759-39.5% | $216,567-28.8% | $198,609-22.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.87% | 10.04%+1.8pp | 12.94%-1.1pp | 202.70%-190.8pp |
| Employer contribution / active EE | $27,751 | $6,096+355.2% | $5,216+432.1% | $5,055+448.9% |
| Participant deferral / active EE | $2,776 | $6,948-60.0% | $6,191-55.2% | $6,977-60.2% |
| Admin fee / account holder | $216 | $26,311-99.2% | $21,981-99.0% | $19,030-98.9% |