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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,399 | $99,345-8.0% | $84,753+7.8% | $273,972-66.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.99% | 22.93%-4.9pp | 22.78%-4.8pp | 41.46%-23.5pp |
| Employer contribution / active EE | $1,416 | $4,214-66.4% | $3,574-60.4% | $4,869-70.9% |
| Participant deferral / active EE | $5,718 | $4,270+33.9% | $3,712+54.0% | $5,287+8.1% |
| Admin fee / account holder | $84 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |