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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,278 | $105,623-18.3% | $87,502-1.4% | $273,972-68.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.97% | 12.26%-2.3pp | 12.21%-2.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,640 | $3,141-47.8% | $2,550-35.7% | $4,869-66.3% |
| Participant deferral / active EE | $6,313 | $3,601+75.3% | $3,149+100.5% | $5,287+19.4% |
| Admin fee / account holder | $15 | $4,781-99.7% | $4,221-99.6% | $10,133-99.9% |