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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,484 | $123,898-16.5% | $116,538-11.2% | $155,188-33.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.8%+2.5pp |
| Annual return | 13.57% | 16.04%-2.5pp | 17.97%-4.4pp | 148.84%-135.3pp |
| Employer contribution / active EE | $7,168 | $4,739+51.3% | $4,541+57.9% | $4,248+68.8% |
| Participant deferral / active EE | $3,415 | $6,400-46.6% | $6,207-45.0% | $6,531-47.7% |
| Admin fee / account holder | $54 | $9,174-99.4% | $8,737-99.4% | $14,480-99.6% |