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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,348 | $181,896-60.2% | $156,551-53.8% | $273,972-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,615 | $6,248-58.1% | $5,501-52.5% | $4,869-46.3% |
| Participant deferral / active EE | $5,787 | $5,550+4.3% | $4,871+18.8% | $5,287+9.5% |
| Admin fee / account holder | $208 | $15,560-98.7% | $13,028-98.4% | $10,133-97.9% |