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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,111 | $56,054+35.8% | $171,082-55.5% | $62,881+21.0% |
| Participation rate | 74.6% | 62.9%+11.7pp | 76.7%-2.1pp | 69.3%+5.3pp |
| Annual return | 10.00% | 22.52%-12.5pp | 32.56%-22.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,147 | $1,731-33.7% | $4,002-71.3% | $2,281-49.7% |
| Participant deferral / active EE | $4,179 | $3,158+32.3% | $4,797-12.9% | $3,203+30.5% |
| Admin fee / account holder | $159 | $3,647-95.7% | $8,520-98.1% | $4,296-96.3% |