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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,698 | $181,896-61.7% | $156,551-55.5% | $273,972-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,765 | $6,248-71.8% | $5,501-67.9% | $4,869-63.7% |
| Participant deferral / active EE | $7,529 | $5,550+35.7% | $4,871+54.6% | $5,287+42.4% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |