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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,589 | $181,896-50.2% | $156,551-42.1% | $273,972-66.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.25% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,693 | $6,248-56.9% | $5,501-51.0% | $4,869-44.7% |
| Participant deferral / active EE | $2,349 | $5,550-57.7% | $4,871-51.8% | $5,287-55.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |