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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,350 | $52,379+47.7% | $46,225+67.3% | $273,972-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 5.98% | 7.23%-1.3pp | 7.57%-1.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,391 | $4,226+3.9% | $3,424+28.2% | $4,869-9.8% |
| Participant deferral / active EE | $5,274 | $4,660+13.2% | $3,776+39.7% | $5,287-0.3% |
| Admin fee / account holder | $216 | $4,652-95.3% | $3,519-93.9% | $10,133-97.9% |