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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,093 | $181,898-68.6% | $156,552-63.5% | $273,970-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.65% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,056 | $6,248-67.1% | $5,501-62.6% | $4,869-57.8% |
| Participant deferral / active EE | $4,560 | $5,550-17.8% | $4,871-6.4% | $5,287-13.8% |
| Admin fee / account holder | $276 | $15,560-98.2% | $13,028-97.9% | $10,132-97.3% |