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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,334 | $181,896-73.4% | $156,551-69.1% | $273,972-82.4% |
| Participation rate | 84.2% | 88.4%-4.2pp | 84.0%+0.2pp | 83.0%+1.2pp |
| Annual return | 8.72% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,652 | $6,248-57.6% | $5,501-51.8% | $4,869-45.5% |
| Participant deferral / active EE | $5,279 | $5,550-4.9% | $4,871+8.4% | $5,287-0.2% |
| Admin fee / account holder | $297 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |