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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,764 | $215,361-44.9% | $171,082-30.6% | $273,972-56.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.14% | 25.14%-20.0pp | 32.56%-27.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,910 | $4,967-41.4% | $4,002-27.3% | $4,869-40.2% |
| Participant deferral / active EE | $5,935 | $5,543+7.1% | $4,797+23.7% | $5,287+12.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |