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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,809 | $181,896-71.0% | $156,551-66.3% | $273,972-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.21% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $6,017 | $6,248-3.7% | $5,501+9.4% | $4,869+23.6% |
| Participant deferral / active EE | $4,449 | $5,550-19.8% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |