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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,539 | $153,769-66.5% | $133,975-61.5% | $273,972-81.2% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 17.46% | 36.51%-19.1pp | 29.29%-11.8pp | 41.46%-24.0pp |
| Employer contribution / active EE | $7,197 | $6,029+19.4% | $5,211+38.1% | $4,869+47.8% |
| Participant deferral / active EE | $11,331 | $6,958+62.8% | $6,282+80.4% | $5,287+114.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |