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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,150 | $153,769-42.0% | $133,975-33.5% | $273,972-67.5% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 10.15% | 36.51%-26.4pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,482 | $6,029-42.2% | $5,211-33.2% | $4,869-28.5% |
| Participant deferral / active EE | $6,923 | $6,958-0.5% | $6,282+10.2% | $5,287+30.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |