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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,058 | $153,769-73.9% | $133,975-70.1% | $273,972-85.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 6.14% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,110 | $6,029-48.4% | $5,211-40.3% | $4,869-36.1% |
| Participant deferral / active EE | $8,556 | $6,958+23.0% | $6,282+36.2% | $5,287+61.8% |
| Admin fee / account holder | $190 | $11,765-98.4% | $9,324-98.0% | $10,133-98.1% |