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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,127 | $107,666-36.7% | $102,184-33.3% | $154,746-56.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.64% | 29.33%-9.7pp | 31.58%-11.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $5,350 | $3,846+39.1% | $3,594+48.9% | $4,379+22.2% |
| Participant deferral / active EE | $15,390 | $8,719+76.5% | $8,309+85.2% | $6,730+128.7% |
| Admin fee / account holder | $76 | $12,943-99.4% | $11,609-99.3% | $14,365-99.5% |