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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,910 | $153,769-55.2% | $133,975-48.6% | $273,972-74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.26% | 36.51%-29.2pp | 29.29%-22.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,000 | $6,958-56.9% | $6,282-52.2% | $5,287-43.3% |
| Admin fee / account holder | $260 | $11,765-97.8% | $9,324-97.2% | $10,133-97.4% |