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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,685 | $215,361-58.8% | $171,082-48.2% | $273,972-67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.19% | 25.14%-20.0pp | 32.56%-27.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $13,983 | $4,967+181.5% | $4,002+249.4% | $4,869+187.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |