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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,145 | $135,956-49.1% | $123,894-44.2% | $273,972-74.8% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 5.55% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,517 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |