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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,829 | $181,896-72.6% | $156,551-68.2% | $273,972-81.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.15% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,446 | $6,248-28.8% | $5,501-19.2% | $4,869-8.7% |
| Participant deferral / active EE | $3,209 | $5,550-42.2% | $4,871-34.1% | $5,287-39.3% |
| Admin fee / account holder | $94 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |