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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,129 | $56,287+29.9% | $80,977-9.7% | $62,881+16.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 10.22% | 22.13%-11.9pp | 17.11%-6.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,442 | $1,943-25.8% | $3,715-61.2% | $2,281-36.8% |
| Participant deferral / active EE | $2,835 | $4,196-32.4% | $5,696-50.2% | $3,203-11.5% |
| Admin fee / account holder | $254 | $3,742-93.2% | $5,517-95.4% | $4,296-94.1% |