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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,537 | $181,896-66.2% | $156,551-60.7% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.23% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,569 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $4,789 | $5,550-13.7% | $4,871-1.7% | $5,287-9.4% |
| Admin fee / account holder | $252 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |