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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,913 | $181,896-73.1% | $156,551-68.8% | $273,972-82.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,298 | $6,248-63.2% | $5,501-58.2% | $4,869-52.8% |
| Participant deferral / active EE | $6,022 | $5,550+8.5% | $4,871+23.6% | $5,287+13.9% |
| Admin fee / account holder | $2 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |