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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,529 | $111,814+11.4% | $103,378+20.5% | $145,978-14.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 24.80%-11.2pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,127 | $4,215-49.5% | $3,870-45.0% | $4,662-54.4% |
| Participant deferral / active EE | $8,413 | $5,618+49.7% | $5,058+66.3% | $6,690+25.8% |
| Admin fee / account holder | $3 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |