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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,398 | $181,896-63.5% | $156,551-57.6% | $273,972-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.59% | 30.74%-23.2pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,209 | $6,248-64.7% | $5,501-59.9% | $4,869-54.6% |
| Participant deferral / active EE | $14,018 | $5,550+152.6% | $4,871+187.8% | $5,287+165.1% |
| Admin fee / account holder | $112 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |