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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,530 | $99,343-1.8% | $84,751+15.1% | $273,968-64.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.68% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $7,320 | $4,214+73.7% | $3,574+104.8% | $4,869+50.4% |
| Participant deferral / active EE | $11,889 | $4,269+178.5% | $3,712+220.3% | $5,287+124.9% |
| Admin fee / account holder | -$61 | $6,645-100.9% | $5,333-101.1% | $10,132-100.6% |