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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,657 | $153,769-59.9% | $133,975-54.0% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.40% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,359 | $6,029-60.9% | $5,211-54.7% | $4,869-51.6% |
| Participant deferral / active EE | $5,588 | $6,958-19.7% | $6,282-11.0% | $5,287+5.7% |
| Admin fee / account holder | $29 | $11,765-99.8% | $9,324-99.7% | $10,133-99.7% |