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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,022 | $106,524-31.5% | $152,301-52.1% | $87,485-16.5% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.4%-6.4pp | 68.9%+7.1pp |
| Annual return | 15.95% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,022 | $3,371-10.3% | $4,624-34.6% | $2,596+16.4% |
| Participant deferral / active EE | $7,269 | $6,525+11.4% | $8,004-9.2% | $4,274+70.1% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |