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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,600 | $99,345-20.9% | $84,753-7.3% | $273,972-71.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.16% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $14,874 | $4,214+253.0% | $3,574+316.1% | $4,869+205.5% |
| Participant deferral / active EE | $12,860 | $4,270+201.2% | $3,712+246.5% | $5,287+143.2% |
| Admin fee / account holder | $24 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |