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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,385 | $65,685-6.5% | $57,181+7.4% | $273,968-77.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.57% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,349 | $3,279-28.4% | $2,682-12.4% | $4,869-51.8% |
| Participant deferral / active EE | $7,740 | $3,781+104.7% | $3,096+150.0% | $5,287+46.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |