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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,968 | $181,896-62.6% | $156,551-56.6% | $273,972-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.14% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,675 | $6,248-57.2% | $5,501-51.4% | $4,869-45.1% |
| Participant deferral / active EE | $6,740 | $5,550+21.4% | $4,871+38.4% | $5,287+27.5% |
| Admin fee / account holder | $281 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |