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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,276 | $153,769-51.7% | $133,975-44.6% | $273,972-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.42% | 36.51%-24.1pp | 29.29%-16.9pp | 41.46%-29.0pp |
| Employer contribution / active EE | $3,181 | $6,029-47.2% | $5,211-39.0% | $4,869-34.7% |
| Participant deferral / active EE | $10,307 | $6,958+48.1% | $6,282+64.1% | $5,287+94.9% |
| Admin fee / account holder | $246 | $11,765-97.9% | $9,324-97.4% | $10,133-97.6% |