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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,560 | $181,896-34.3% | $156,551-23.6% | $273,972-56.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,421 | $6,248-77.3% | $5,501-74.2% | $4,869-70.8% |
| Participant deferral / active EE | $3,034 | $5,550-45.3% | $4,871-37.7% | $5,287-42.6% |
| Admin fee / account holder | $16 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |