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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,426 | $153,769-63.3% | $133,975-57.9% | $273,972-79.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 3.45% | 36.51%-33.1pp | 29.29%-25.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $6,904 | $6,029+14.5% | $5,211+32.5% | $4,869+41.8% |
| Participant deferral / active EE | $9,550 | $6,958+37.2% | $6,282+52.0% | $5,287+80.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |