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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,247 | $99,345-38.3% | $84,753-27.7% | $273,972-77.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,146 | $4,214-25.3% | $3,574-12.0% | $4,869-35.4% |
| Participant deferral / active EE | $5,865 | $4,270+37.4% | $3,712+58.0% | $5,287+10.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |