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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,362 | $215,361-53.9% | $171,082-41.9% | $273,972-63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.08% | 25.14%-17.1pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4,041 | $4,967-18.6% | $4,002+1.0% | $4,869-17.0% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |