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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,754 | $181,896-69.3% | $156,551-64.4% | $273,972-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,976 | $6,248-4.4% | $5,501+8.6% | $4,869+22.7% |
| Participant deferral / active EE | $6,523 | $5,550+17.5% | $4,871+33.9% | $5,287+23.4% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |