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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,326 | $99,345+11.1% | $84,753+30.2% | $273,972-59.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,273 | $4,214-46.1% | $3,574-36.4% | $4,869-53.3% |
| Participant deferral / active EE | $1,837 | $4,270-57.0% | $3,712-50.5% | $5,287-65.3% |
| Admin fee / account holder | $66 | $6,645-99.0% | $5,333-98.8% | $10,133-99.3% |