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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,697 | $153,311-48.0% | $109,313-27.1% | $273,970-70.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.88% | 29.86%-24.0pp | 22.07%-16.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,022 | $5,619-46.2% | $3,892-22.3% | $4,869-37.9% |
| Participant deferral / active EE | $4,658 | $3,932+18.5% | $3,166+47.1% | $5,287-11.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |