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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $103,164-34.1% | $90,259-24.7% | $154,746-56.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.80% | 19.25%-1.5pp | 18.88%-1.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,292 | $2,532-9.5% | $2,2910% | $4,379-47.7% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $156 | $8,593-98.2% | $7,267-97.9% | $14,365-98.9% |