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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,249 | $99,345-18.2% | $84,753-4.1% | $273,972-70.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,580 | $4,214+8.7% | $3,574+28.1% | $4,869-5.9% |
| Participant deferral / active EE | $6,319 | $4,270+48.0% | $3,712+70.2% | $5,287+19.5% |
| Admin fee / account holder | $123 | $6,645-98.1% | $5,333-97.7% | $10,133-98.8% |