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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,286 | $105,623-52.4% | $87,502-42.5% | $273,972-81.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 14.04% | 12.26%+1.8pp | 12.21%+1.8pp | 41.46%-27.4pp |
| Employer contribution / active EE | $4,086 | $3,141+30.1% | $2,550+60.3% | $4,869-16.1% |
| Participant deferral / active EE | $7,388 | $3,601+105.2% | $3,149+134.6% | $5,287+39.7% |
| Admin fee / account holder | $287 | $4,781-94.0% | $4,221-93.2% | $10,133-97.2% |