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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,814 | $215,361-60.6% | $171,082-50.4% | $273,972-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.85% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,304 | $4,967+268.5% | $4,002+357.4% | $4,869+276.0% |
| Participant deferral / active EE | $1,658 | $5,543-70.1% | $4,797-65.4% | $5,287-68.6% |
| Admin fee / account holder | $247 | $10,846-97.7% | $8,520-97.1% | $10,133-97.6% |