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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,511 | $181,896-53.0% | $156,551-45.4% | $273,972-68.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.21% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,871 | $6,248-70.0% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $3,363 | $5,550-39.4% | $4,871-31.0% | $5,287-36.4% |
| Admin fee / account holder | $196 | $15,560-98.7% | $13,028-98.5% | $10,133-98.1% |