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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,999 | $136,307-6.8% | $106,619+19.1% | $273,972-53.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.85% | 11.05%-7.2pp | 9.42%-5.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $11,190 | $5,190+115.6% | $3,947+183.5% | $4,869+129.8% |
| Participant deferral / active EE | $16,000 | $4,969+222.0% | $3,930+307.1% | $5,287+202.6% |
| Admin fee / account holder | $28 | $8,625-99.7% | $6,418-99.6% | $10,133-99.7% |