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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,036 | $99,345-10.4% | $84,753+5.1% | $273,972-67.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,610 | $4,214-38.1% | $3,574-27.0% | $4,869-46.4% |
| Participant deferral / active EE | $4,483 | $4,270+5.0% | $3,712+20.8% | $5,287-15.2% |
| Admin fee / account holder | $72 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |