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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,331 | $181,896-34.9% | $156,551-24.4% | $273,972-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.19% | 30.74%-27.6pp | 32.23%-29.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,891 | $6,248-69.7% | $5,501-65.6% | $4,869-61.2% |
| Participant deferral / active EE | $8,178 | $5,550+47.4% | $4,871+67.9% | $5,287+54.7% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |