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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,547 | $93,064-18.8% | $74,577+1.3% | $273,972-72.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1.94% | 26.18%-24.2pp | 20.47%-18.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,137 | $3,160-64.0% | $2,525-55.0% | $4,869-76.7% |
| Participant deferral / active EE | $8,497 | $4,160+104.2% | $3,458+145.7% | $5,287+60.7% |
| Admin fee / account holder | $82 | $5,273-98.5% | $4,138-98.0% | $10,133-99.2% |