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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,135 | $95,404-37.0% | $113,397-47.0% | $82,637-27.2% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.5%-2.0pp | 68.1%+6.5pp |
| Annual return | 18.79% | 19.08%-0.3pp | 23.20%-4.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,991 | $2,307-13.7% | $2,977-33.1% | $2,552-22.0% |
| Participant deferral / active EE | $4,729 | $4,220+12.1% | $5,076-6.9% | $4,126+14.6% |
| Admin fee / account holder | $178 | $9,168-98.1% | $11,957-98.5% | $7,339-97.6% |