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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,841 | $215,361-63.4% | $171,082-53.9% | $273,970-71.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.51% | 25.14%-15.6pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,563 | $4,967-28.3% | $4,002-11.0% | $4,869-26.8% |
| Participant deferral / active EE | $5,408 | $5,543-2.4% | $4,797+12.7% | $5,287+2.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |