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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,218 | $93,064-5.2% | $74,577+18.3% | $273,972-67.8% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 6.89% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,408 | $3,160-23.8% | $2,525-4.7% | $4,869-50.5% |
| Participant deferral / active EE | $6,702 | $4,160+61.1% | $3,458+93.8% | $5,287+26.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |