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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,775 | $181,896-74.3% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,601 | $6,248-58.4% | $5,501-52.7% | $4,869-46.6% |
| Participant deferral / active EE | $5,439 | $5,550-2.0% | $4,871+11.6% | $5,287+2.9% |
| Admin fee / account holder | $193 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |