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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,594 | $181,896-61.7% | $156,551-55.5% | $273,972-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.41% | 30.74%-19.3pp | 32.23%-20.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,330 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $8,276 | $5,550+49.1% | $4,871+69.9% | $5,287+56.5% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |