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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,365 | $215,361-50.1% | $171,082-37.2% | $273,972-60.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.20% | 25.14%-18.9pp | 32.56%-26.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,002+24.9% | $4,869+2.7% |
| Participant deferral / active EE | $7,285 | $5,543+31.4% | $4,797+51.8% | $5,287+37.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |