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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,088 | $99,345-26.4% | $84,753-13.8% | $273,972-73.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,314 | $4,214-68.8% | $3,574-63.2% | $4,869-73.0% |
| Participant deferral / active EE | $8,705 | $4,270+103.9% | $3,712+134.5% | $5,287+64.6% |
| Admin fee / account holder | $205 | $6,645-96.9% | $5,333-96.2% | $10,133-98.0% |