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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,615 | $93,064-38.1% | $74,577-22.7% | $273,972-79.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.99% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,027 | $3,160+59.1% | $2,525+99.1% | $4,869+3.3% |
| Participant deferral / active EE | $4,263 | $4,160+2.5% | $3,458+23.3% | $5,287-19.4% |
| Admin fee / account holder | $73 | $5,273-98.6% | $4,138-98.2% | $10,133-99.3% |