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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,828 | $153,769-3.2% | $133,975+11.1% | $273,972-45.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.46% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,800 | $6,029-37.0% | $5,211-27.1% | $4,869-21.9% |
| Participant deferral / active EE | $11,399 | $6,958+63.8% | $6,282+81.5% | $5,287+115.6% |
| Admin fee / account holder | $284 | $11,765-97.6% | $9,324-97.0% | $10,133-97.2% |