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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,815 | $215,361-59.7% | $171,082-49.3% | $273,972-68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.39% | 25.14%-18.7pp | 32.56%-26.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,080 | $4,967-58.1% | $4,002-48.0% | $4,869-57.3% |
| Participant deferral / active EE | $3,900 | $5,543-29.6% | $4,797-18.7% | $5,287-26.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |