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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,385 | $112,729-40.2% | $98,716-31.7% | $137,256-50.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.76% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,474 | $2,725+27.5% | $2,279+52.4% | $4,156-16.4% |
| Participant deferral / active EE | $4,531 | $4,640-2.4% | $4,048+11.9% | $6,407-29.3% |
| Admin fee / account holder | $64 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |