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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,434 | $153,769-63.3% | $133,975-57.9% | $273,972-79.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 8.98% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,613 | $6,029-23.5% | $5,211-11.5% | $4,869-5.2% |
| Participant deferral / active EE | $5,131 | $6,958-26.3% | $6,282-18.3% | $5,287-3.0% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |