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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,889 | $181,896-12.6% | $156,551+1.5% | $273,972-42.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,400 | $6,248-77.6% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $5,560 | $5,550+0.2% | $4,871+14.1% | $5,287+5.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |