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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,773 | $215,361-48.6% | $171,082-35.3% | $273,972-59.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.79% | 25.14%-16.3pp | 32.56%-23.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,916 | $4,967-1.0% | $4,002+22.9% | $4,869+1.0% |
| Participant deferral / active EE | $5,372 | $5,543-3.1% | $4,797+12.0% | $5,287+1.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |