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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,284 | $181,896-58.6% | $156,551-51.9% | $273,972-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.81% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,642 | $6,248-41.7% | $5,501-33.8% | $4,869-25.2% |
| Participant deferral / active EE | $12,430 | $5,550+124.0% | $4,871+155.2% | $5,287+135.1% |
| Admin fee / account holder | $300 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |