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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,366 | $181,896-61.9% | $156,551-55.7% | $273,972-74.7% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 10.84% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,416 | $6,248-45.3% | $5,501-37.9% | $4,869-29.8% |
| Participant deferral / active EE | $5,213 | $5,550-6.1% | $4,871+7.0% | $5,287-1.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |