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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,317 | $153,769-60.8% | $133,975-55.0% | $273,972-78.0% |
| 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 | $2,978 | $6,029-50.6% | $5,211-42.9% | $4,869-38.8% |
| Participant deferral / active EE | $7,069 | $6,958+1.6% | $6,282+12.5% | $5,287+33.7% |
| Admin fee / account holder | $100 | $11,765-99.2% | $9,324-98.9% | $10,133-99.0% |