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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,175 | $52,379+13.0% | $46,225+28.0% | $273,972-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 7.07% | 7.23%-0.2pp | 7.57%-0.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,102 | $4,226-50.3% | $3,424-38.6% | $4,869-56.8% |
| Participant deferral / active EE | $2,625 | $4,660-43.7% | $3,776-30.5% | $5,287-50.3% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |