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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,765 | $181,896-55.0% | $156,551-47.8% | $273,972-70.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 8.18% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,414 | $6,248-77.4% | $5,501-74.3% | $4,869-71.0% |
| Participant deferral / active EE | $3,802 | $5,550-31.5% | $4,871-21.9% | $5,287-28.1% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |