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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,921 | $105,623-22.4% | $87,502-6.4% | $273,972-70.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.69% | 12.26%-6.6pp | 12.21%-6.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,748 | $3,141+19.4% | $2,550+47.0% | $4,869-23.0% |
| Participant deferral / active EE | $4,029 | $3,601+11.9% | $3,149+28.0% | $5,287-23.8% |
| Admin fee / account holder | $150 | $4,781-96.9% | $4,221-96.4% | $10,133-98.5% |