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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,770 | $88,707+2.3% | $74,184+22.4% | $273,972-66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.97% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,266 | $3,159-59.9% | $2,370-46.6% | $4,869-74.0% |
| Participant deferral / active EE | $2,792 | $4,212-33.7% | $3,550-21.3% | $5,287-47.2% |
| Admin fee / account holder | $111 | $8,717-98.7% | $5,586-98.0% | $10,133-98.9% |