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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,914 | $99,345-34.7% | $84,753-23.4% | $273,972-76.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.71% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,970 | $4,214-53.3% | $3,574-44.9% | $4,869-59.5% |
| Participant deferral / active EE | $7,202 | $4,270+68.7% | $3,712+94.0% | $5,287+36.2% |
| Admin fee / account holder | $255 | $6,645-96.2% | $5,333-95.2% | $10,133-97.5% |