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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,489 | $153,311-9.7% | $109,313+26.7% | $273,972-49.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.54% | 29.86%-21.3pp | 22.07%-13.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,094 | $5,619-9.3% | $3,892+30.9% | $4,869+4.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $8,076-99.9% | $5,666-99.8% | $10,133-99.9% |