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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,056 | $215,361-32.6% | $171,082-15.2% | $273,972-47.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.63% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,932 | $4,967-61.1% | $4,002-51.7% | $4,869-60.3% |
| Participant deferral / active EE | $12,025 | $5,543+116.9% | $4,797+150.7% | $5,287+127.4% |
| Admin fee / account holder | $137 | $10,846-98.7% | $8,520-98.4% | $10,133-98.7% |