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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,907 | $63,773-20.2% | $81,286-37.4% | $80,925-37.1% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.5%+28.4pp | 67.7%+30.2pp |
| Annual return | 18.77% | 16.37%+2.4pp | 24.80%-6.0pp | 35.65%-16.9pp |
| Employer contribution / active EE | $4,661 | $1,979+135.5% | $2,463+89.3% | $2,756+69.1% |
| Participant deferral / active EE | $5,647 | $3,093+82.6% | $3,883+45.4% | $4,299+31.4% |
| Admin fee / account holder | $249 | $5,682-95.6% | $5,764-95.7% | $6,940-96.4% |