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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,135 | $95,453-37.0% | $112,040-46.3% | $82,448-27.1% |
| Participation rate | 74.5% | 72.8%+1.8pp | 76.5%-1.9pp | 68.1%+6.5pp |
| Annual return | 18.79% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,991 | $2,318-14.1% | $2,954-32.6% | $2,551-21.9% |
| Participant deferral / active EE | $4,729 | $4,224+12.0% | $5,098-7.2% | $4,139+14.2% |
| Admin fee / account holder | $178 | $9,013-98.0% | $12,098-98.5% | $7,234-97.5% |