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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,143 | $181,896-28.5% | $156,551-16.9% | $273,972-52.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 10.31% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $4,116 | $6,248-34.1% | $5,501-25.2% | $4,869-15.5% |
| Participant deferral / active EE | $7,981 | $5,550+43.8% | $4,871+63.8% | $5,287+50.9% |
| Admin fee / account holder | $200 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |