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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,142 | $99,345+38.0% | $84,753+61.8% | $273,972-49.9% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 6.64% | 22.93%-16.3pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,059 | $4,214-51.1% | $3,574-42.4% | $4,869-57.7% |
| Participant deferral / active EE | $6,170 | $4,270+44.5% | $3,712+66.2% | $5,287+16.7% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |