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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,937 | $153,769-48.0% | $133,975-40.3% | $273,972-70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.96% | 36.51%-15.5pp | 29.29%-8.3pp | 41.46%-20.5pp |
| Employer contribution / active EE | $3,503 | $6,029-41.9% | $5,211-32.8% | $4,869-28.0% |
| Participant deferral / active EE | $6,346 | $6,958-8.8% | $6,282+1.0% | $5,287+20.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |