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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,170 | $185,141-70.7% | $153,416-64.7% | $155,188-65.1% |
| Participation rate | 75.0% | 79.9%-4.9pp | 74.3%+0.7pp | 80.8%-5.8pp |
| Annual return | 19.41% | 18.72%+0.7pp | 17.84%+1.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,875 | $4,489-58.2% | $3,764-50.2% | $4,248-55.9% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |