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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,264 | $181,896-76.2% | $156,551-72.4% | $273,972-84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.09% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,276 | $5,550-23.0% | $4,871-12.2% | $5,287-19.1% |
| Admin fee / account holder | $259 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |