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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,680 | $215,361-46.8% | $171,082-33.0% | $273,972-58.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.55% | 25.14%-19.6pp | 32.56%-27.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,925 | $4,967+19.3% | $4,002+48.1% | $4,869+21.7% |
| Participant deferral / active EE | $11,097 | $5,543+100.2% | $4,797+131.3% | $5,287+109.9% |
| Admin fee / account holder | $225 | $10,846-97.9% | $8,520-97.4% | $10,133-97.8% |