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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,393 | $181,896-58.0% | $156,551-51.2% | $273,972-72.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.57% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,020 | $6,248-51.7% | $5,501-45.1% | $4,869-38.0% |
| Participant deferral / active EE | $7,472 | $5,550+34.6% | $4,871+53.4% | $5,287+41.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |