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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,362 | $163,687-11.8% | $108,745+32.8% | $273,972-47.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 2.73% | 31.16%-28.4pp | 46.22%-43.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $8,607 | $4,711+82.7% | $3,323+159.0% | $4,869+76.8% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |