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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,297 | $64,517-1.9% | $81,438-22.3% | $80,874-21.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 16.35%-1.6pp | 24.74%-10.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $7,657 | $1,982+286.3% | $2,460+211.2% | $2,756+177.9% |
| Participant deferral / active EE | $4,595 | $3,096+48.4% | $3,883+18.3% | $4,297+6.9% |
| Admin fee / account holder | $163 | $5,677-97.1% | $5,764-97.2% | $6,935-97.7% |