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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,292 | $99,345+43.2% | $84,753+67.9% | $273,972-48.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.42% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $949 | $4,214-77.5% | $3,574-73.5% | $4,869-80.5% |
| Participant deferral / active EE | $3,150 | $4,270-26.2% | $3,712-15.1% | $5,287-40.4% |
| Admin fee / account holder | $17 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |