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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,672 | $99,345-3.7% | $84,753+12.9% | $273,972-65.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.52% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $8,557 | $4,214+103.1% | $3,574+139.4% | $4,869+75.8% |
| Participant deferral / active EE | $4,490 | $4,270+5.1% | $3,712+20.9% | $5,287-15.1% |
| Admin fee / account holder | $124 | $6,645-98.1% | $5,333-97.7% | $10,133-98.8% |