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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,561 | $215,361-37.5% | $171,082-21.3% | $273,972-50.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 8.44% | 25.14%-16.7pp | 32.56%-24.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,555 | $5,543+18.2% | $4,797+36.6% | $5,287+24.0% |
| Admin fee / account holder | $215 | $10,846-98.0% | $8,520-97.5% | $10,133-97.9% |