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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,861 | $181,896-54.4% | $156,551-47.1% | $273,972-69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,916 | $6,248-53.3% | $5,501-47.0% | $4,869-40.1% |
| Participant deferral / active EE | $5,093 | $5,550-8.2% | $4,871+4.6% | $5,287-3.7% |
| Admin fee / account holder | $178 | $15,560-98.9% | $13,028-98.6% | $10,133-98.2% |