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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,290 | $93,064-30.9% | $74,577-13.8% | $273,972-76.5% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 7.05% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,476 | $3,160-53.3% | $2,525-41.5% | $4,869-69.7% |
| Participant deferral / active EE | $4,631 | $4,160+11.3% | $3,458+33.9% | $5,287-12.4% |
| Admin fee / account holder | $148 | $5,273-97.2% | $4,138-96.4% | $10,133-98.5% |