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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,244 | $99,345-17.2% | $84,753-3.0% | $273,972-70.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,093 | $4,214-26.6% | $3,574-13.5% | $4,869-36.5% |
| Participant deferral / active EE | $11,490 | $4,270+169.1% | $3,712+209.5% | $5,287+117.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |