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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,040 | $215,361-67.9% | $171,082-59.6% | $273,972-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.82% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $556 | $4,967-88.8% | $4,002-86.1% | $4,869-88.6% |
| Participant deferral / active EE | $5,562 | $5,543+0.3% | $4,797+15.9% | $5,287+5.2% |
| Admin fee / account holder | -$56 | $10,846-100.5% | $8,520-100.7% | $10,133-100.6% |