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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,028 | $87,166-12.8% | $76,735-0.9% | $137,256-44.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.85% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,459 | $2,904-15.3% | $2,454+0.2% | $4,156-40.8% |
| Participant deferral / active EE | $6,224 | $4,726+31.7% | $4,088+52.2% | $6,407-2.9% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |