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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,215 | $99,345-26.3% | $84,753-13.6% | $273,972-73.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.18% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,652 | $4,214-60.8% | $3,574-53.8% | $4,869-66.1% |
| Participant deferral / active EE | $9,265 | $4,270+117.0% | $3,712+149.6% | $5,287+75.2% |
| Admin fee / account holder | $273 | $6,645-95.9% | $5,333-94.9% | $10,133-97.3% |