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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,603 | $99,345-30.9% | $84,753-19.1% | $273,972-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.12% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,353 | $4,214-20.4% | $3,574-6.2% | $4,869-31.1% |
| Participant deferral / active EE | $4,755 | $4,270+11.4% | $3,712+28.1% | $5,287-10.1% |
| Admin fee / account holder | $61 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |