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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,297 | $63,845-0.9% | $81,370-22.2% | $80,959-21.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.76% | 16.37%-1.6pp | 24.85%-10.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $7,657 | $1,980+286.8% | $2,464+210.8% | $2,757+177.7% |
| Participant deferral / active EE | $4,595 | $3,093+48.6% | $3,885+18.3% | $4,300+6.9% |
| Admin fee / account holder | $163 | $5,688-97.1% | $5,749-97.2% | $6,925-97.6% |