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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,064 | $215,361-72.1% | $171,082-64.9% | $273,972-78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.80% | 25.14%-18.3pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,236 | $4,967-34.8% | $4,002-19.1% | $4,869-33.5% |
| Participant deferral / active EE | $3,576 | $5,543-35.5% | $4,797-25.5% | $5,287-32.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |