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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,847 | $123,793-25.8% | $177,848-48.4% | $79,856+15.0% |
| Participation rate | 77.6% | 84.7%-7.1pp | 87.7%-10.2pp | 69.6%+7.9pp |
| Annual return | 18.16% | 22.82%-4.7pp | 48.33%-30.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,100 | $4,095-48.7% | $5,919-64.5% | $2,471-15.0% |
| Participant deferral / active EE | $4,451 | $5,956-25.3% | $7,714-42.3% | $3,741+19.0% |
| Admin fee / account holder | $181 | $7,243-97.5% | $12,431-98.5% | $5,306-96.6% |