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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,964 | $181,896-3.8% | $156,551+11.8% | $273,972-36.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.79% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,711 | $6,248-72.6% | $5,501-68.9% | $4,869-64.9% |
| Participant deferral / active EE | $4,936 | $5,550-11.1% | $4,871+1.3% | $5,287-6.6% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |