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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,525 | $110,212-55.1% | $96,534-48.7% | $139,466-64.5% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 25.38% | 26.42%-1.0pp | 25.88%-0.5pp | 373.66%-348.3pp |
| Employer contribution / active EE | $2,607 | $3,620-28.0% | $2,965-12.1% | $4,754-45.2% |
| Participant deferral / active EE | $5,934 | $5,547+7.0% | $4,851+22.3% | $6,712-11.6% |
| Admin fee / account holder | $191 | $11,599-98.4% | $8,253-97.7% | $11,409-98.3% |