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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,678 | $65,685+13.7% | $57,181+30.6% | $273,968-72.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 13.56% | 21.99%-8.4pp | 14.59%-1.0pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,071 | $3,279-67.3% | $2,682-60.1% | $4,869-78.0% |
| Participant deferral / active EE | $1,286 | $3,781-66.0% | $3,096-58.5% | $5,287-75.7% |
| Admin fee / account holder | $86 | $4,835-98.2% | $3,139-97.3% | $10,132-99.2% |