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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,214 | $88,707-14.1% | $74,184+2.7% | $273,972-72.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.54% | 11.94%-2.4pp | 17.74%-8.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,554 | $3,159-19.2% | $2,370+7.7% | $4,869-47.6% |
| Participant deferral / active EE | $15,000 | $4,212+256.2% | $3,550+322.6% | $5,287+183.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |