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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,323 | $88,707+15.3% | $74,184+37.9% | $273,972-62.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.05% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,220 | $3,159-61.4% | $2,370-48.5% | $4,869-74.9% |
| Participant deferral / active EE | $2,553 | $4,212-39.4% | $3,550-28.1% | $5,287-51.7% |
| Admin fee / account holder | $10 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |