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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,072 | $153,769-42.7% | $133,975-34.3% | $273,972-67.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.05% | 36.51%-30.5pp | 29.29%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,775 | $6,029-37.4% | $5,211-27.6% | $4,869-22.5% |
| Participant deferral / active EE | $6,620 | $6,958-4.9% | $6,282+5.4% | $5,287+25.2% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |