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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,916 | $132,310-41.1% | $105,754-26.3% | $273,972-71.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.17% | 10.08%-6.9pp | 12.25%-9.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $4,075 | $4,867-16.3% | $4,079-0.1% | $4,869-16.3% |
| Participant deferral / active EE | $6,107 | $6,233-2.0% | $5,326+14.7% | $5,287+15.5% |
| Admin fee / account holder | $8 | $12,036-99.9% | $8,309-99.9% | $10,133-99.9% |