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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,005 | $181,896-74.2% | $156,551-70.0% | $273,972-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,332 | $6,248-46.7% | $5,501-39.4% | $4,869-31.6% |
| Participant deferral / active EE | $5,198 | $5,550-6.3% | $4,871+6.7% | $5,287-1.7% |
| Admin fee / account holder | $176 | $15,560-98.9% | $13,028-98.6% | $10,133-98.3% |