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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,522 | $93,064-13.5% | $74,577+8.0% | $273,972-70.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.51% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,024 | $3,160-4.3% | $2,525+19.8% | $4,869-37.9% |
| Participant deferral / active EE | $2,827 | $4,160-32.0% | $3,458-18.2% | $5,287-46.5% |
| Admin fee / account holder | $8 | $5,273-99.8% | $4,138-99.8% | $10,133-99.9% |