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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,323 | $181,896-61.3% | $156,551-55.1% | $273,972-74.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.38% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,343 | $6,248-62.5% | $5,501-57.4% | $4,869-51.9% |
| Participant deferral / active EE | $6,723 | $5,550+21.1% | $4,871+38.0% | $5,287+27.2% |
| Admin fee / account holder | $7 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |