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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,843 | $181,896-70.4% | $156,551-65.6% | $273,972-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,473 | $6,248-44.4% | $5,501-36.9% | $4,869-28.7% |
| Participant deferral / active EE | $5,119 | $5,550-7.8% | $4,871+5.1% | $5,287-3.2% |
| Admin fee / account holder | $88 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |