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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,894 | $96,558-16.2% | $80,977-0.1% | $273,972-70.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.11%-10.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,800 | $4,869-21.9% | $3,715+2.3% | $4,869-21.9% |
| Participant deferral / active EE | $2,891 | $6,598-56.2% | $5,696-49.3% | $5,287-45.3% |
| Admin fee / account holder | $216 | $7,493-97.1% | $5,517-96.1% | $10,133-97.9% |