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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,611 | $215,361-49.1% | $171,082-35.9% | $273,972-60.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.11% | 25.14%-23.0pp | 32.56%-30.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $24,337 | $4,967+390.0% | $4,002+508.1% | $4,869+399.9% |
| Participant deferral / active EE | $16,054 | $5,543+189.6% | $4,797+234.6% | $5,287+203.6% |
| Admin fee / account holder | $67 | $10,846-99.4% | $8,520-99.2% | $10,133-99.3% |