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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,677 | $181,896-72.1% | $156,551-67.6% | $273,972-81.5% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 8.07% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,345 | $6,248-62.5% | $5,501-57.4% | $4,869-51.8% |
| Participant deferral / active EE | $2,856 | $5,550-48.5% | $4,871-41.4% | $5,287-46.0% |
| Admin fee / account holder | $171 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |