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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,604 | $215,361-69.1% | $171,082-61.1% | $273,972-75.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 3.23% | 25.14%-21.9pp | 32.56%-29.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $729 | $4,967-85.3% | $4,002-81.8% | $4,869-85.0% |
| Participant deferral / active EE | $4,393 | $5,543-20.7% | $4,797-8.4% | $5,287-16.9% |
| Admin fee / account holder | $8 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |