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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,095 | $153,769-63.5% | $133,975-58.1% | $273,972-79.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.27% | 36.51%-31.2pp | 29.29%-24.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,926 | $6,029-68.1% | $5,211-63.0% | $4,869-60.4% |
| Participant deferral / active EE | $16,500 | $6,958+137.1% | $6,282+162.7% | $5,287+212.1% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,133-99.8% |