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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,676 | $65,712+30.4% | $57,196+49.8% | $273,972-68.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.65% | 22.01%-16.4pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $8,255 | $3,280+151.7% | $2,683+207.7% | $4,869+69.6% |
| Participant deferral / active EE | $2,914 | $3,782-23.0% | $3,096-5.9% | $5,287-44.9% |
| Admin fee / account holder | $167 | $4,838-96.6% | $3,141-94.7% | $10,133-98.4% |