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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,619 | $181,896-63.4% | $156,551-57.4% | $273,972-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.65% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,632 | $6,248-73.9% | $5,501-70.3% | $4,869-66.5% |
| Participant deferral / active EE | $7,598 | $5,550+36.9% | $4,871+56.0% | $5,287+43.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |