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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,491 | $181,896-65.6% | $156,551-60.1% | $273,972-77.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,912 | $6,248-53.4% | $5,501-47.1% | $4,869-40.2% |
| Participant deferral / active EE | $8,041 | $5,550+44.9% | $4,871+65.1% | $5,287+52.1% |
| Admin fee / account holder | $9 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |