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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,143 | $96,562-29.4% | $80,976-15.8% | $273,968-75.1% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 8.45% | 15.14%-6.7pp | 17.10%-8.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,950 | $4,868-39.4% | $3,714-20.6% | $4,869-39.4% |
| Participant deferral / active EE | $6,991 | $6,597+6.0% | $5,696+22.7% | $5,287+32.2% |
| Admin fee / account holder | $264 | $7,493-96.5% | $5,516-95.2% | $10,132-97.4% |