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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $102,609-52.0% | $98,090-49.8% | $138,895-64.5% |
| Participation rate | 94.7% | 82.8%+12.0pp | 81.5%+13.2pp | 79.9%+14.8pp |
| Annual return | 16.57% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,159 | $3,867-44.2% | $3,606-40.1% | $4,194-48.5% |
| Participant deferral / active EE | $5,641 | $8,167-30.9% | $7,845-28.1% | $6,396-11.8% |
| Admin fee / account holder | $31 | $11,434-99.7% | $11,815-99.7% | $12,562-99.8% |