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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,080 | $215,361-83.7% | $171,082-79.5% | $273,972-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.96% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,409 | $4,967-51.5% | $4,002-39.8% | $4,869-50.5% |
| Participant deferral / active EE | $5,921 | $5,543+6.8% | $4,797+23.4% | $5,287+12.0% |
| Admin fee / account holder | $223 | $10,846-97.9% | $8,520-97.4% | $10,133-97.8% |