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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,727 | $100,970-38.9% | $96,576-36.1% | $137,256-55.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.59% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,659 | $3,809-30.2% | $3,553-25.2% | $4,156-36.0% |
| Participant deferral / active EE | $6,647 | $8,286-19.8% | $7,956-16.5% | $6,407+3.7% |
| Admin fee / account holder | $145 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |