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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,031 | $88,707+47.7% | $74,184+76.6% | $273,972-52.2% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 6.66% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,890 | $3,159-8.5% | $2,370+21.9% | $4,869-40.6% |
| Participant deferral / active EE | $9,101 | $4,212+116.1% | $3,550+156.4% | $5,287+72.1% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |