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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,388 | $135,905-21.0% | $126,068-14.8% | $198,609-45.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.63% | 14.07%-1.4pp | 15.01%-2.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,781 | $4,245-10.9% | $3,968-4.7% | $5,055-25.2% |
| Participant deferral / active EE | $13,046 | $8,523+53.1% | $8,214+58.8% | $6,977+87.0% |
| Admin fee / account holder | $114 | $21,036-99.5% | $18,264-99.4% | $19,030-99.4% |