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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,921 | $99,345+21.7% | $84,753+42.7% | $273,972-55.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,912 | $4,214-30.9% | $3,574-18.5% | $4,869-40.2% |
| Participant deferral / active EE | $3,640 | $4,270-14.7% | $3,712-1.9% | $5,287-31.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |