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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,985 | $96,956-12.3% | $69,779+21.8% | $273,972-69.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.07% | 12.93%-8.9pp | 12.99%-8.9pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,047 | $3,316-68.4% | $2,338-55.2% | $4,869-78.5% |
| Participant deferral / active EE | $9,096 | $3,744+142.9% | $2,931+210.4% | $5,287+72.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |