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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,584 | $127,386-34.4% | $115,037-27.3% | $125,388-33.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 5.69% | 31.28%-25.6pp | 26.14%-20.5pp | 282.24%-276.6pp |
| Employer contribution / active EE | $3,061 | $5,166-40.7% | $4,608-33.6% | $4,866-37.1% |
| Participant deferral / active EE | $5,514 | $6,423-14.2% | $6,026-8.5% | $5,352+3.0% |
| Admin fee / account holder | $252 | $9,516-97.3% | $8,175-96.9% | $9,541-97.4% |