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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,982 | $99,345-30.6% | $84,753-18.6% | $273,972-74.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,983 | $4,214+65.7% | $3,574+95.4% | $4,869+43.4% |
| Participant deferral / active EE | $5,071 | $4,270+18.8% | $3,712+36.6% | $5,287-4.1% |
| Admin fee / account holder | $119 | $6,645-98.2% | $5,333-97.8% | $10,133-98.8% |