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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,311 | $99,341-13.1% | $84,750+1.8% | $273,965-68.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.65% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,895 | $4,214+16.2% | $3,574+37.0% | $4,869+0.5% |
| Participant deferral / active EE | $10,583 | $4,269+147.9% | $3,712+185.1% | $5,287+100.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |