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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,727 | $135,905-54.6% | $126,068-51.0% | $198,609-68.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.59% | 14.07%+6.5pp | 15.01%+5.6pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,659 | $4,245-37.4% | $3,968-33.0% | $5,055-47.4% |
| Participant deferral / active EE | $6,647 | $8,523-22.0% | $8,214-19.1% | $6,977-4.7% |
| Admin fee / account holder | $145 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |