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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,529 | $105,623-26.6% | $87,502-11.4% | $273,972-71.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.28% | 12.26%-4.0pp | 12.21%-3.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,596 | $3,141-49.2% | $2,550-37.4% | $4,869-67.2% |
| Participant deferral / active EE | $7,381 | $3,601+105.0% | $3,149+134.4% | $5,287+39.6% |
| Admin fee / account holder | $72 | $4,781-98.5% | $4,221-98.3% | $10,133-99.3% |