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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,348 | $76,551-10.7% | $123,894-44.8% | $62,881+8.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.16% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,227 | $2,882-57.4% | $4,617-73.4% | $2,281-46.2% |
| Participant deferral / active EE | $2,754 | $4,840-43.1% | $5,984-54.0% | $3,203-14.0% |
| Admin fee / account holder | $248 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |