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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,753 | $181,896-77.0% | $156,551-73.3% | $273,972-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,957 | $6,248-20.7% | $5,501-9.9% | $4,869+1.8% |
| Participant deferral / active EE | $3,193 | $5,550-42.5% | $4,871-34.5% | $5,287-39.6% |
| Admin fee / account holder | $167 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |