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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,404 | $153,311-39.1% | $109,313-14.6% | $273,972-65.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.27% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,193 | $5,619-43.2% | $3,892-18.0% | $4,869-34.4% |
| Participant deferral / active EE | $3,159 | $3,932-19.7% | $3,166-0.2% | $5,287-40.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |