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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,828 | $153,311-60.3% | $109,313-44.4% | $273,972-77.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.79% | 29.86%-22.1pp | 22.07%-14.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,140 | $5,619-79.7% | $3,892-70.7% | $4,869-76.6% |
| Participant deferral / active EE | $1,483 | $3,932-62.3% | $3,166-53.2% | $5,287-71.9% |
| Admin fee / account holder | $288 | $8,076-96.4% | $5,666-94.9% | $10,133-97.2% |