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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,724 | $99,345+25.5% | $84,753+47.2% | $273,972-54.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.74% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,291 | $4,214-21.9% | $3,574-7.9% | $4,869-32.4% |
| Participant deferral / active EE | $8,465 | $4,270+98.3% | $3,712+128.1% | $5,287+60.1% |
| Admin fee / account holder | $298 | $6,645-95.5% | $5,333-94.4% | $10,133-97.1% |