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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,836 | $86,922-58.8% | $102,438-65.0% | $80,874-55.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 17.38% | 18.90%-1.5pp | 29.37%-12.0pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,763 | $2,369-25.6% | $3,024-41.7% | $2,756-36.0% |
| Participant deferral / active EE | $6,010 | $4,119+45.9% | $5,054+18.9% | $4,297+39.9% |
| Admin fee / account holder | $9 | $8,050-99.9% | $9,448-99.9% | $6,935-99.9% |