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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,735 | $99,345-36.9% | $84,753-26.0% | $273,972-77.1% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 20.52% | 22.93%-2.4pp | 22.78%-2.3pp | 41.46%-20.9pp |
| Employer contribution / active EE | $3,750 | $4,214-11.0% | $3,574+4.9% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |