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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,566 | $153,311-20.1% | $109,313+12.1% | $273,972-55.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.39% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,300 | $5,619-76.9% | $3,892-66.6% | $4,869-73.3% |
| Participant deferral / active EE | $3,797 | $3,932-3.4% | $3,166+19.9% | $5,287-28.2% |
| Admin fee / account holder | $252 | $8,076-96.9% | $5,666-95.6% | $10,133-97.5% |