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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,907 | $181,896-27.5% | $156,551-15.7% | $273,972-51.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.84% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,955 | $6,248-52.7% | $5,501-46.3% | $4,869-39.3% |
| Participant deferral / active EE | $4,021 | $5,550-27.5% | $4,871-17.4% | $5,287-23.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |