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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,366 | $181,896-67.9% | $156,551-62.7% | $273,972-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.41% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $5,255 | $6,248-15.9% | $5,501-4.5% | $4,869+7.9% |
| Participant deferral / active EE | $5,560 | $5,550+0.2% | $4,871+14.1% | $5,287+5.2% |
| Admin fee / account holder | $232 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |