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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,189 | $181,896-78.5% | $156,551-75.0% | $273,972-85.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.62% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,155 | $6,248-65.5% | $5,501-60.8% | $4,869-55.7% |
| Participant deferral / active EE | $3,740 | $5,550-32.6% | $4,871-23.2% | $5,287-29.3% |
| Admin fee / account holder | $157 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |