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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,911 | $181,896-38.5% | $156,551-28.5% | $273,972-59.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 8.04% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,195 | $6,248-48.9% | $5,501-41.9% | $4,869-34.4% |
| Participant deferral / active EE | $5,222 | $5,550-5.9% | $4,871+7.2% | $5,287-1.2% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |