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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,968 | $181,896-68.7% | $156,551-63.6% | $273,972-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 24.67% | 30.74%-6.1pp | 32.23%-7.6pp | 41.46%-16.8pp |
| Employer contribution / active EE | $2,188 | $6,248-65.0% | $5,501-60.2% | $4,869-55.1% |
| Participant deferral / active EE | $5,096 | $5,550-8.2% | $4,871+4.6% | $5,287-3.6% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |