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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,635 | $153,769-0.7% | $133,975+13.9% | $273,972-44.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.14% | 36.51%-30.4pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,258 | $6,029-46.0% | $5,211-37.5% | $4,869-33.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $11,765-99.3% | $9,324-99.1% | $10,133-99.2% |