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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,059 | $153,769-60.3% | $133,975-54.4% | $273,972-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.34% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $5,757 | $6,029-4.5% | $5,211+10.5% | $4,869+18.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $295 | $11,765-97.5% | $9,324-96.8% | $10,133-97.1% |