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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,932 | $181,896-81.3% | $156,551-78.3% | $273,972-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.14% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,671 | $6,248-73.3% | $5,501-69.6% | $4,869-65.7% |
| Participant deferral / active EE | $2,638 | $5,550-52.5% | $4,871-45.8% | $5,287-50.1% |
| Admin fee / account holder | $290 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |