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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,063 | $153,769-71.3% | $133,975-67.1% | $273,972-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.53% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,855 | $6,029-52.7% | $5,211-45.2% | $4,869-41.4% |
| Participant deferral / active EE | $3,532 | $6,958-49.2% | $6,282-43.8% | $5,287-33.2% |
| Admin fee / account holder | $232 | $11,765-98.0% | $9,324-97.5% | $10,133-97.7% |