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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,037 | $181,896-64.8% | $156,551-59.1% | $273,972-76.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,065 | $6,248-66.9% | $5,501-62.5% | $4,869-57.6% |
| Participant deferral / active EE | $4,500 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $8 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |