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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,695 | $99,345-41.9% | $84,753-31.9% | $273,972-78.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,114 | $4,214-26.1% | $3,574-12.9% | $4,869-36.0% |
| Participant deferral / active EE | $6,477 | $4,270+51.7% | $3,712+74.5% | $5,287+22.5% |
| Admin fee / account holder | $57 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |