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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,834 | $99,345-53.9% | $84,753-45.9% | $273,972-83.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 9.91% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,172 | $4,270+21.1% | $3,712+39.3% | $5,287-2.2% |
| Admin fee / account holder | $129 | $6,645-98.1% | $5,333-97.6% | $10,133-98.7% |