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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,109 | $153,769-51.2% | $133,975-43.9% | $273,972-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.08% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,846 | $6,029-36.2% | $5,211-26.2% | $4,869-21.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $37 | $11,765-99.7% | $9,324-99.6% | $10,133-99.6% |