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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,348 | $181,896-50.9% | $156,551-42.9% | $273,972-67.4% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,085 | $6,248-2.6% | $5,501+10.6% | $4,869+25.0% |
| Participant deferral / active EE | $4,123 | $5,550-25.7% | $4,871-15.4% | $5,287-22.0% |
| Admin fee / account holder | $70 | $15,560-99.5% | $13,028-99.5% | $10,133-99.3% |