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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,082 | $124,425-30.8% | $112,040-23.2% | $137,256-37.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 21.84% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,507 | $3,411-26.5% | $2,954-15.1% | $4,156-39.7% |
| Participant deferral / active EE | $7,353 | $5,718+28.6% | $5,098+44.2% | $6,407+14.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |