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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,694 | $215,361-47.2% | $171,082-33.5% | $273,972-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.23% | 25.14%-18.9pp | 32.56%-26.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,211 | $4,967-55.5% | $4,002-44.8% | $4,869-54.6% |
| Participant deferral / active EE | $5,928 | $5,543+6.9% | $4,797+23.6% | $5,287+12.1% |
| Admin fee / account holder | $266 | $10,846-97.6% | $8,520-96.9% | $10,133-97.4% |