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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,818 | $181,896-79.8% | $156,551-76.5% | $273,972-86.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.87% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,617 | $6,248-58.1% | $5,501-52.4% | $4,869-46.2% |
| Participant deferral / active EE | $8,750 | $5,550+57.7% | $4,871+79.6% | $5,287+65.5% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |