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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,639 | $153,769-70.3% | $133,975-65.9% | $273,972-83.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.73% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,404 | $6,029-60.1% | $5,211-53.9% | $4,869-50.6% |
| Participant deferral / active EE | $4,782 | $6,958-31.3% | $6,282-23.9% | $5,287-9.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |