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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,542 | $67,602+53.2% | $82,312+25.8% | $70,126+47.7% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 17.96% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $448 | $1,755-74.5% | $2,428-81.5% | $2,343-80.9% |
| Participant deferral / active EE | $3,274 | $2,987+9.6% | $3,706-11.7% | $3,332-1.7% |
| Admin fee / account holder | $106 | $4,512-97.7% | $5,608-98.1% | $4,645-97.7% |