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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,805 | $181,896-52.8% | $156,551-45.2% | $273,972-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.76% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,565 | $6,248-58.9% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $3,440 | $5,550-38.0% | $4,871-29.4% | $5,287-34.9% |
| Admin fee / account holder | $33 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |