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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,954 | $136,307-30.3% | $106,619-10.9% | $273,972-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.59% | 11.05%-4.5pp | 9.42%-2.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $16,919 | $5,190+226.0% | $3,947+328.7% | $4,869+247.5% |
| Participant deferral / active EE | $9,855 | $4,969+98.3% | $3,930+150.8% | $5,287+86.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |