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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,302 | $99,345-36.3% | $84,753-25.3% | $273,972-76.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,515 | $4,214+7.2% | $3,574+26.3% | $4,869-7.3% |
| Participant deferral / active EE | $4,494 | $4,270+5.3% | $3,712+21.1% | $5,287-15.0% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |