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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,713 | $56,054+6.5% | $171,082-65.1% | $62,881-5.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.53% | 22.52%-17.0pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,857 | $1,731+7.3% | $4,002-53.6% | $2,281-18.6% |
| Participant deferral / active EE | $2,447 | $3,158-22.5% | $4,797-49.0% | $3,203-23.6% |
| Admin fee / account holder | $297 | $3,647-91.9% | $8,520-96.5% | $4,296-93.1% |