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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,067 | $181,896-17.5% | $156,551-4.1% | $273,972-45.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 3.87% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,152 | $6,248-65.6% | $5,501-60.9% | $4,869-55.8% |
| Participant deferral / active EE | $3,906 | $5,550-29.6% | $4,871-19.8% | $5,287-26.1% |
| Admin fee / account holder | $261 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |