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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,082 | $126,661-32.0% | $113,397-24.1% | $138,895-38.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 21.84% | 25.05%-3.2pp | 23.20%-1.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,507 | $3,456-27.5% | $2,977-15.8% | $4,194-40.2% |
| Participant deferral / active EE | $7,353 | $5,693+29.2% | $5,076+44.8% | $6,396+15.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |