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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,080 | $93,598-10.2% | $135,974-38.2% | $75,173+11.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 21.13% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $3,429 | $3,538-3.1% | $4,859-29.4% | $2,671+28.4% |
| Participant deferral / active EE | $5,990 | $6,405-6.5% | $7,760-22.8% | $4,126+45.2% |
| Admin fee / account holder | $238 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |