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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,965 | $215,361-72.6% | $171,082-65.5% | $273,972-78.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.01% | 25.14%-18.1pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $8,798 | $4,967+77.1% | $4,002+119.9% | $4,869+80.7% |
| Participant deferral / active EE | $4,834 | $5,543-12.8% | $4,797+0.8% | $5,287-8.6% |
| Admin fee / account holder | $20 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |