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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,625 | $181,896-63.9% | $156,551-58.1% | $273,972-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,716 | $6,248-72.5% | $5,501-68.8% | $4,869-64.8% |
| Participant deferral / active EE | $4,357 | $5,550-21.5% | $4,871-10.6% | $5,287-17.6% |
| Admin fee / account holder | $3 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |