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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,152 | $181,896-81.8% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.00% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,899 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $6,376 | $5,550+14.9% | $4,871+30.9% | $5,287+20.6% |
| Admin fee / account holder | $36 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |