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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,858 | $181,896-50.0% | $156,551-42.0% | $273,972-66.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,488 | $6,248-76.2% | $5,501-72.9% | $4,869-69.4% |
| Participant deferral / active EE | $3,704 | $5,550-33.3% | $4,871-24.0% | $5,287-29.9% |
| Admin fee / account holder | $107 | $15,560-99.3% | $13,028-99.2% | $10,133-98.9% |