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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,292 | $181,896-71.3% | $156,551-66.6% | $273,972-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,600 | $6,248-26.4% | $5,501-16.4% | $4,869-5.5% |
| Participant deferral / active EE | $4,006 | $5,550-27.8% | $4,871-17.8% | $5,287-24.2% |
| Admin fee / account holder | $172 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |