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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $97,289-49.4% | $92,805-46.9% | $155,188-68.3% |
| Participation rate | 94.7% | 84.2%+10.6pp | 83.5%+11.2pp | 80.8%+13.9pp |
| Annual return | 16.57% | 29.03%-12.5pp | 31.59%-15.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,159 | $3,632-40.6% | $3,424-36.9% | $4,248-49.2% |
| Participant deferral / active EE | $5,641 | $8,795-35.9% | $8,448-33.2% | $6,531-13.6% |
| Admin fee / account holder | $31 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |