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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,043 | $153,774-64.2% | $133,979-58.9% | $273,970-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.52% | 36.51%-20.0pp | 29.30%-12.8pp | 41.46%-24.9pp |
| Employer contribution / active EE | $5,833 | $6,029-3.2% | $5,211+11.9% | $4,869+19.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |