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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,582 | $153,769-30.7% | $133,975-20.4% | $273,972-61.1% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 4.81% | 36.51%-31.7pp | 29.29%-24.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,970 | $6,029-67.3% | $5,211-62.2% | $4,869-59.5% |
| Participant deferral / active EE | $5,794 | $6,958-16.7% | $6,282-7.8% | $5,287+9.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |