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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,356 | $161,352-46.5% | $134,172-35.6% | $137,256-37.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.44% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,890 | $4,099-53.9% | $3,420-44.7% | $4,156-54.5% |
| Participant deferral / active EE | $6,781 | $5,552+22.1% | $4,690+44.6% | $6,407+5.8% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |