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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $67,602+0.7% | $82,312-17.3% | $70,126-2.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.12% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,285 | $1,755+201.1% | $2,428+117.6% | $2,343+125.6% |
| Participant deferral / active EE | $4,699 | $2,987+57.3% | $3,706+26.8% | $3,332+41.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |