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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,106 | $93,064-26.8% | $74,577-8.7% | $273,972-75.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.55% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,127 | $3,160+157.2% | $2,525+221.8% | $4,869+66.9% |
| Participant deferral / active EE | $2,571 | $4,160-38.2% | $3,458-25.6% | $5,287-51.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |