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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,274 | $215,361-63.7% | $171,082-54.2% | $273,972-71.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.35% | 25.14%-19.8pp | 32.56%-27.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $4,400 | $4,967-11.4% | $4,002+9.9% | $4,869-9.6% |
| Participant deferral / active EE | $22,000 | $5,543+296.9% | $4,797+358.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |