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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,696 | $153,769-61.2% | $133,975-55.4% | $273,972-78.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.61% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,638 | $6,958+52.9% | $6,282+69.3% | $5,287+101.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |