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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,280 | $181,896-71.8% | $156,551-67.2% | $273,972-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.56% | 30.74%-12.2pp | 32.23%-13.7pp | 41.46%-22.9pp |
| Employer contribution / active EE | $5,362 | $6,248-14.2% | $5,501-2.5% | $4,869+10.1% |
| Participant deferral / active EE | $2,191 | $5,550-60.5% | $4,871-55.0% | $5,287-58.6% |
| Admin fee / account holder | $274 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |