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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,029 | $153,311-60.8% | $109,313-45.1% | $273,972-78.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 1.60% | 29.86%-28.3pp | 22.07%-20.5pp | 41.46%-39.9pp |
| Employer contribution / active EE | $2,958 | $5,619-47.4% | $3,892-24.0% | $4,869-39.3% |
| Participant deferral / active EE | $2,624 | $3,932-33.3% | $3,166-17.1% | $5,287-50.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |