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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,044 | $99,345-54.7% | $84,753-46.9% | $273,972-83.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 9.74% | 22.93%-13.2pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,480 | $4,214-17.4% | $3,574-2.6% | $4,869-28.5% |
| Participant deferral / active EE | $8,120 | $4,270+90.2% | $3,712+118.8% | $5,287+53.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |