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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,162 | $96,558-31.5% | $80,977-18.3% | $273,972-75.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.90% | 15.14%-7.2pp | 17.11%-9.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,559 | $4,869-26.9% | $3,715-4.2% | $4,869-26.9% |
| Participant deferral / active EE | $3,008 | $6,598-54.4% | $5,696-47.2% | $5,287-43.1% |
| Admin fee / account holder | $167 | $7,493-97.8% | $5,517-97.0% | $10,133-98.4% |