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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,632 | $89,123-18.5% | $102,460-29.1% | $77,762-6.6% |
| Participation rate | 99.8% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 22.14% | 25.05%-2.9pp | 29.47%-7.3pp | 31.27%-9.1pp |
| Employer contribution / active EE | $3,153 | $2,700+16.8% | $3,025+4.2% | $2,728+15.6% |
| Participant deferral / active EE | $3,635 | $5,148-29.4% | $5,056-28.1% | $4,651-21.8% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |