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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,136 | $153,774-68.7% | $133,979-64.1% | $273,970-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.17% | 36.51%-30.3pp | 29.30%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,056 | $6,029-65.9% | $5,211-60.5% | $4,869-57.8% |
| Participant deferral / active EE | $4,445 | $6,958-36.1% | $6,282-29.2% | $5,287-15.9% |
| Admin fee / account holder | $187 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |