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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,848 | $181,896-65.4% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,474 | $6,248-60.4% | $5,501-55.0% | $4,869-49.2% |
| Participant deferral / active EE | $3,166 | $5,550-42.9% | $4,871-35.0% | $5,287-40.1% |
| Admin fee / account holder | $262 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |