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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,924 | $181,896-27.5% | $156,551-15.7% | $273,972-51.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.27% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,848 | $6,248-70.4% | $5,501-66.4% | $4,869-62.0% |
| Participant deferral / active EE | $8,620 | $5,550+55.3% | $4,871+77.0% | $5,287+63.0% |
| Admin fee / account holder | $210 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |