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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,885 | $181,896-19.8% | $156,551-6.8% | $273,972-46.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.09% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,440 | $6,248-77.0% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $2,474 | $5,550-55.4% | $4,871-49.2% | $5,287-53.2% |
| Admin fee / account holder | $120 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |