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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,864 | $181,896-72.6% | $156,551-68.1% | $273,972-81.8% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 23.63% | 30.74%-7.1pp | 32.23%-8.6pp | 41.46%-17.8pp |
| Employer contribution / active EE | $1,697 | $6,248-72.8% | $5,501-69.2% | $4,869-65.1% |
| Participant deferral / active EE | $2,458 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |