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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,930 | $181,896-71.5% | $156,551-66.8% | $273,972-81.0% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 8.96% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,816 | $6,248-70.9% | $5,501-67.0% | $4,869-62.7% |
| Participant deferral / active EE | $2,758 | $5,550-50.3% | $4,871-43.4% | $5,287-47.8% |
| Admin fee / account holder | $191 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |