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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,772 | $93,064-28.3% | $74,577-10.5% | $273,972-75.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.83% | 26.18%-20.4pp | 20.47%-14.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,916 | $3,160-39.4% | $2,525-24.1% | $4,869-60.6% |
| Participant deferral / active EE | $2,096 | $4,160-49.6% | $3,458-39.4% | $5,287-60.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |