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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,509 | $81,457-13.4% | $103,378-31.8% | $80,911-12.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.81% | 25.58%-11.8pp | 24.91%-11.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $4,878 | $3,107+57.0% | $3,870+26.0% | $2,756+77.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |