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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,306 | $136,307-44.0% | $106,619-28.4% | $273,972-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.33% | 11.05%-6.7pp | 9.42%-5.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $5,645 | $5,190+8.8% | $3,947+43.0% | $4,869+15.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |