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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,731 | $99,345-13.7% | $84,753+1.2% | $273,972-68.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.77% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $17,283 | $4,214+310.1% | $3,574+383.5% | $4,869+255.0% |
| Participant deferral / active EE | $8,581 | $4,270+101.0% | $3,712+131.2% | $5,287+62.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |