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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,684 | $86,949-14.1% | $102,460-27.1% | $80,959-7.8% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 15.82% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,084 | $2,370-54.3% | $3,025-64.2% | $2,757-60.7% |
| Participant deferral / active EE | $2,766 | $4,121-32.9% | $5,056-45.3% | $4,300-35.7% |
| Admin fee / account holder | $192 | $8,048-97.6% | $9,460-98.0% | $6,925-97.2% |