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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,941 | $181,896-73.1% | $156,551-68.7% | $273,972-82.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.09% | 30.74%-23.7pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,684 | $6,248-73.0% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $5,918 | $5,550+6.6% | $4,871+21.5% | $5,287+11.9% |
| Admin fee / account holder | $162 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |