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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,991 | $181,896-68.1% | $156,551-63.0% | $273,972-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,283 | $6,248-31.4% | $5,501-22.1% | $4,869-12.0% |
| Participant deferral / active EE | $3,763 | $5,550-32.2% | $4,871-22.7% | $5,287-28.8% |
| Admin fee / account holder | $165 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |