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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,217 | $181,898-75.7% | $156,551-71.8% | $273,968-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.77% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,815 | $6,248-38.9% | $5,501-30.7% | $4,869-21.6% |
| Participant deferral / active EE | $7,104 | $5,550+28.0% | $4,871+45.8% | $5,287+34.4% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,132-99.9% |