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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,618 | $96,956+2.7% | $69,779+42.8% | $273,972-63.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.46% | 12.93%-7.5pp | 12.99%-7.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,749 | $3,316-47.2% | $2,338-25.2% | $4,869-64.1% |
| Participant deferral / active EE | $2,796 | $3,744-25.3% | $2,931-4.6% | $5,287-47.1% |
| Admin fee / account holder | $15 | $7,934-99.8% | $4,381-99.7% | $10,133-99.9% |