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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,467 | $181,896-55.8% | $156,551-48.6% | $273,972-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.23% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,291 | $6,248-63.3% | $5,501-58.4% | $4,869-52.9% |
| Participant deferral / active EE | $6,749 | $5,550+21.6% | $4,871+38.6% | $5,287+27.6% |
| Admin fee / account holder | $61 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |