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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,273 | $153,311-50.2% | $109,313-30.2% | $273,972-72.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.79% | 29.86%-21.1pp | 22.07%-13.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,082 | $5,619-80.7% | $3,892-72.2% | $4,869-77.8% |
| Participant deferral / active EE | $5,063 | $3,932+28.8% | $3,166+59.9% | $5,287-4.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |