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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,781 | $181,896-67.1% | $156,551-61.8% | $273,972-78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,041 | $6,248-51.3% | $5,501-44.7% | $4,869-37.5% |
| Participant deferral / active EE | $6,426 | $5,550+15.8% | $4,871+31.9% | $5,287+21.5% |
| Admin fee / account holder | $295 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |