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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,120 | $181,896-75.2% | $156,551-71.2% | $273,972-83.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.87% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,359 | $6,248-30.2% | $5,501-20.8% | $4,869-10.5% |
| Participant deferral / active EE | $4,400 | $5,550-20.7% | $4,871-9.7% | $5,287-16.8% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |