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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,154 | $181,896-65.8% | $156,551-60.3% | $273,972-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.14% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,499 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $10,085 | $5,550+81.7% | $4,871+107.0% | $5,287+90.7% |
| Admin fee / account holder | $259 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |