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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,359 | $99,345-25.2% | $84,753-12.3% | $273,972-72.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 9.86% | 22.93%-13.1pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $7,590 | $4,214+80.1% | $3,574+112.3% | $4,869+55.9% |
| Participant deferral / active EE | $7,304 | $4,270+71.1% | $3,712+96.8% | $5,287+38.1% |
| Admin fee / account holder | $180 | $6,645-97.3% | $5,333-96.6% | $10,133-98.2% |