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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $99,380-31.6% | $90,312-24.8% | $155,188-56.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 17.80% | 19.35%-1.5pp | 18.90%-1.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,292 | $2,390-4.1% | $2,243+2.2% | $4,248-46.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $156 | $9,766-98.4% | $8,248-98.1% | $14,480-98.9% |