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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,444 | $181,896-59.1% | $156,551-52.4% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.37% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,627 | $6,248-58.0% | $5,501-52.3% | $4,869-46.0% |
| Participant deferral / active EE | $4,707 | $5,550-15.2% | $4,871-3.4% | $5,287-11.0% |
| Admin fee / account holder | $55 | $15,560-99.6% | $13,028-99.6% | $10,133-99.5% |