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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,304 | $181,896-72.3% | $156,551-67.9% | $273,972-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $6,643 | $6,248+6.3% | $5,501+20.7% | $4,869+36.4% |
| Participant deferral / active EE | $2,390 | $5,550-56.9% | $4,871-50.9% | $5,287-54.8% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |