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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,065 | $99,345-37.5% | $84,753-26.8% | $273,972-77.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | 22.93%-15.3pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $5,046 | $4,214+19.7% | $3,574+41.2% | $4,869+3.6% |
| Participant deferral / active EE | $2,899 | $4,270-32.1% | $3,712-21.9% | $5,287-45.2% |
| Admin fee / account holder | $11 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |