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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,989 | $181,896-72.5% | $156,551-68.1% | $273,972-81.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 2.91% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,164 | $6,248-65.4% | $5,501-60.7% | $4,869-55.5% |
| Participant deferral / active EE | $3,679 | $5,550-33.7% | $4,871-24.5% | $5,287-30.4% |
| Admin fee / account holder | $22 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |