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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,079 | $181,896-40.0% | $156,551-30.3% | $273,972-60.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.72% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,227 | $6,248-64.4% | $5,501-59.5% | $4,869-54.3% |
| Participant deferral / active EE | $5,162 | $5,550-7.0% | $4,871+6.0% | $5,287-2.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |