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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,632 | $89,093-18.5% | $102,434-29.1% | $77,736-6.6% |
| Participation rate | 99.8% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 22.14% | 25.03%-2.9pp | 29.46%-7.3pp | 31.26%-9.1pp |
| Employer contribution / active EE | $3,153 | $2,699+16.8% | $3,023+4.3% | $2,728+15.6% |
| Participant deferral / active EE | $3,635 | $5,147-29.4% | $5,055-28.1% | $4,651-21.8% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |