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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,181 | $153,311-49.7% | $109,313-29.4% | $273,970-71.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.21% | 29.86%-22.6pp | 22.07%-14.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,770 | $5,619-50.7% | $3,892-28.8% | $4,869-43.1% |
| Participant deferral / active EE | $4,539 | $3,932+15.4% | $3,166+43.4% | $5,287-14.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |