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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,425 | $132,310-21.8% | $105,754-2.2% | $273,972-62.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.78% | 10.08%-2.3pp | 12.25%-4.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,398 | $4,867-30.2% | $4,079-16.7% | $4,869-30.2% |
| Participant deferral / active EE | $5,161 | $6,233-17.2% | $5,326-3.1% | $5,287-2.4% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |