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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,388 | $89,123-19.9% | $102,460-30.3% | $77,762-8.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 17.73% | 25.05%-7.3pp | 29.47%-11.7pp | 31.27%-13.5pp |
| Employer contribution / active EE | $2,066 | $2,700-23.5% | $3,025-31.7% | $2,728-24.3% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $236-99.7% | $9,460-100.0% | $433-99.8% |