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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,299 | $96,558-8.6% | $80,977+9.0% | $273,972-67.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.80% | 15.14%-7.3pp | 17.11%-9.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,583 | $4,869-67.5% | $3,715-57.4% | $4,869-67.5% |
| Participant deferral / active EE | $5,063 | $6,598-23.3% | $5,696-11.1% | $5,287-4.2% |
| Admin fee / account holder | $19 | $7,493-99.7% | $5,517-99.7% | $10,133-99.8% |