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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,987 | $181,896-70.9% | $156,551-66.2% | $273,972-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,633 | $6,248-41.8% | $5,501-34.0% | $4,869-25.4% |
| Participant deferral / active EE | $6,169 | $5,550+11.1% | $4,871+26.6% | $5,287+16.7% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |