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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,770 | $181,896-52.8% | $156,551-45.2% | $273,972-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,713 | $6,248-24.6% | $5,501-14.3% | $4,869-3.2% |
| Participant deferral / active EE | $4,539 | $5,550-18.2% | $4,871-6.8% | $5,287-14.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |