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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,603 | $153,311-44.8% | $109,313-22.6% | $273,972-69.1% |
| Participation rate | 82.4% | 80.1%+2.3pp | 71.3%+11.1pp | 83.0%-0.7pp |
| Annual return | 8.25% | 29.86%-21.6pp | 22.07%-13.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,064 | $5,619-63.3% | $3,892-47.0% | $4,869-57.6% |
| Participant deferral / active EE | $3,226 | $3,932-18.0% | $3,166+1.9% | $5,287-39.0% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,133-99.9% |