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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,727 | $107,666-42.7% | $102,184-39.6% | $154,746-60.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.59% | 29.33%-8.7pp | 31.58%-11.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,659 | $3,846-30.9% | $3,594-26.0% | $4,379-39.3% |
| Participant deferral / active EE | $6,647 | $8,719-23.8% | $8,309-20.0% | $6,730-1.2% |
| Admin fee / account holder | $145 | $12,943-98.9% | $11,609-98.7% | $14,365-99.0% |