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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,885 | $112,729-29.1% | $98,716-19.1% | $137,256-41.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.60% | 38.48%-19.9pp | 31.81%-13.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,521 | $2,725-44.2% | $2,279-33.2% | $4,156-63.4% |
| Participant deferral / active EE | $8,341 | $4,640+79.8% | $4,048+106.1% | $6,407+30.2% |
| Admin fee / account holder | $270 | $10,129-97.3% | $8,703-96.9% | $12,270-97.8% |