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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,199 | $215,361-51.6% | $171,082-39.1% | $273,972-62.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.36% | 25.14%-16.8pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $6,699 | $4,967+34.9% | $4,002+67.4% | $4,869+37.6% |
| Participant deferral / active EE | $12,683 | $5,543+128.8% | $4,797+164.4% | $5,287+139.9% |
| Admin fee / account holder | $21 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |