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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,739 | $184,014-73.5% | $161,149-69.8% | $138,895-64.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 23.09% | 21.52%+1.6pp | 21.16%+1.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $3,218 | $5,055-36.3% | $4,360-26.2% | $4,194-23.3% |
| Participant deferral / active EE | $6,207 | $6,909-10.2% | $6,153+0.9% | $6,396-3.0% |
| Admin fee / account holder | $19 | $18,027-99.9% | $15,194-99.9% | $12,562-99.8% |