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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,881 | $153,769-42.8% | $133,975-34.4% | $273,972-67.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.36% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,612 | $6,029-73.3% | $5,211-69.1% | $4,869-66.9% |
| Participant deferral / active EE | $6,228 | $6,958-10.5% | $6,282-0.9% | $5,287+17.8% |
| Admin fee / account holder | $57 | $11,765-99.5% | $9,324-99.4% | $10,133-99.4% |