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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,274 | $181,896-62.5% | $156,551-56.4% | $273,972-75.1% |
| Participation rate | 90.5% | 88.4%+2.1pp | 84.0%+6.5pp | 83.0%+7.5pp |
| Annual return | 11.08% | 30.74%-19.7pp | 32.23%-21.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,709 | $6,248-72.6% | $5,501-68.9% | $4,869-64.9% |
| Participant deferral / active EE | $6,050 | $5,550+9.0% | $4,871+24.2% | $5,287+14.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |