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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,230 | $99,345+34.1% | $84,753+57.2% | $273,972-51.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 15.06% | 22.93%-7.9pp | 22.78%-7.7pp | 41.46%-26.4pp |
| Employer contribution / active EE | $2,278 | $4,214-45.9% | $3,574-36.3% | $4,869-53.2% |
| Participant deferral / active EE | $4,358 | $4,270+2.1% | $3,712+17.4% | $5,287-17.6% |
| Admin fee / account holder | $34 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |