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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,391 | $181,896-19.0% | $156,551-5.9% | $273,972-46.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.09% | 30.74%-21.7pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $14,164 | $6,248+126.7% | $5,501+157.5% | $4,869+190.9% |
| Participant deferral / active EE | $2,583 | $5,550-53.5% | $4,871-47.0% | $5,287-51.1% |
| Admin fee / account holder | $74 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |