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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,123 | $102,609-38.5% | $98,090-35.6% | $138,895-54.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.14% | 36.44%-15.3pp | 37.05%-15.9pp | 145.39%-124.3pp |
| Employer contribution / active EE | $4,953 | $3,867+28.1% | $3,606+37.3% | $4,194+18.1% |
| Participant deferral / active EE | $7,871 | $8,167-3.6% | $7,845+0.3% | $6,396+23.1% |
| Admin fee / account holder | $106 | $11,434-99.1% | $11,815-99.1% | $12,562-99.2% |