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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,504 | $88,707-12.6% | $74,184+4.5% | $273,972-71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.39% | 11.94%-9.6pp | 17.74%-15.3pp | 41.46%-39.1pp |
| Employer contribution / active EE | $3,474 | $3,159+10.0% | $2,370+46.6% | $4,869-28.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |