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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,033 | $88,707-13.2% | $74,184+3.8% | $273,972-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,331 | $3,159+100.4% | $2,370+167.1% | $4,869+30.0% |
| Participant deferral / active EE | $3,683 | $4,212-12.6% | $3,550+3.8% | $5,287-30.3% |
| Admin fee / account holder | $183 | $8,717-97.9% | $5,586-96.7% | $10,133-98.2% |