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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,816 | $215,361-76.9% | $171,082-70.9% | $273,972-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.42% | 25.14%-19.7pp | 32.56%-27.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $5,073 | $4,967+2.1% | $4,002+26.8% | $4,869+4.2% |
| Participant deferral / active EE | $7,335 | $5,543+32.3% | $4,797+52.9% | $5,287+38.7% |
| Admin fee / account holder | $64 | $10,846-99.4% | $8,520-99.2% | $10,133-99.4% |