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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,814 | $215,361-71.8% | $171,082-64.5% | $273,972-77.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.53% | 25.14%-20.6pp | 32.56%-28.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,832 | $4,967+37.6% | $4,002+70.7% | $4,869+40.3% |
| Participant deferral / active EE | $3,043 | $5,543-45.1% | $4,797-36.6% | $5,287-42.5% |
| Admin fee / account holder | $93 | $10,846-99.1% | $8,520-98.9% | $10,133-99.1% |