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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,510 | $102,609-30.3% | $98,090-27.1% | $138,895-48.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.57% | 36.44%-16.9pp | 37.05%-17.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,501 | $3,867-9.5% | $3,606-2.9% | $4,194-16.5% |
| Participant deferral / active EE | $7,000 | $8,167-14.3% | $7,845-10.8% | $6,396+9.4% |
| Admin fee / account holder | $149 | $11,434-98.7% | $11,815-98.7% | $12,562-98.8% |