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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,023 | $181,896-34.0% | $156,551-23.3% | $273,972-56.2% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 7.70% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,018 | $6,248-51.7% | $5,501-45.1% | $4,869-38.0% |
| Participant deferral / active EE | $4,408 | $5,550-20.6% | $4,871-9.5% | $5,287-16.6% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |