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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,650 | $181,896-33.7% | $156,551-22.9% | $273,972-56.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.91% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,568 | $6,248-58.9% | $5,501-53.3% | $4,869-47.2% |
| Participant deferral / active EE | $4,465 | $5,550-19.6% | $4,871-8.3% | $5,287-15.6% |
| Admin fee / account holder | $27 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |