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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,499 | $181,896-54.1% | $156,551-46.7% | $273,972-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.11% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,062 | $6,248-67.0% | $5,501-62.5% | $4,869-57.7% |
| Participant deferral / active EE | $2,296 | $5,550-58.6% | $4,871-52.9% | $5,287-56.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |