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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,632 | $88,982-18.4% | $102,438-29.1% | $77,671-6.5% |
| Participation rate | 99.8% | 80.9%+18.8pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 22.14% | 25.01%-2.9pp | 29.37%-7.2pp | 31.21%-9.1pp |
| Employer contribution / active EE | $3,153 | $2,698+16.9% | $3,024+4.3% | $2,726+15.7% |
| Participant deferral / active EE | $3,635 | $5,144-29.3% | $5,054-28.1% | $4,648-21.8% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |