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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,976 | $93,071-21.6% | $74,583-2.2% | $273,965-73.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.14% | 26.18%-24.0pp | 20.47%-18.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,222 | $3,160-61.3% | $2,525-51.6% | $4,869-74.9% |
| Participant deferral / active EE | $4,300 | $4,160+3.4% | $3,458+24.4% | $5,287-18.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |