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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,109 | $88,707+122.2% | $74,184+165.7% | $273,972-28.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 10.10% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,181 | $3,159-62.6% | $2,370-50.2% | $4,869-75.8% |
| Participant deferral / active EE | $3,997 | $4,212-5.1% | $3,550+12.6% | $5,287-24.4% |
| Admin fee / account holder | $51 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |