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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,051 | $181,896-75.8% | $156,551-71.9% | $273,972-83.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.02% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,303 | $6,248-63.1% | $5,501-58.1% | $4,869-52.7% |
| Participant deferral / active EE | $3,908 | $5,550-29.6% | $4,871-19.8% | $5,287-26.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |