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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,975 | $93,064-25.9% | $74,577-7.5% | $273,972-74.8% |
| Participation rate | 94.7% | 74.9%+19.8pp | 68.1%+26.6pp | 83.0%+11.7pp |
| Annual return | 20.58% | 26.18%-5.6pp | 20.47%+0.1pp | 41.46%-20.9pp |
| Employer contribution / active EE | $4,926 | $3,160+55.9% | $2,525+95.1% | $4,869+1.2% |
| Participant deferral / active EE | $3,527 | $4,160-15.2% | $3,458+2.0% | $5,287-33.3% |
| Admin fee / account holder | $111 | $5,273-97.9% | $4,138-97.3% | $10,133-98.9% |