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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,686 | $215,361-61.1% | $171,082-51.1% | $273,972-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.77% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $10,850 | $4,967+118.4% | $4,002+171.1% | $4,869+122.9% |
| Participant deferral / active EE | $13,714 | $5,543+147.4% | $4,797+185.9% | $5,287+159.4% |
| Admin fee / account holder | $56 | $10,846-99.5% | $8,520-99.3% | $10,133-99.4% |