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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,368 | $181,896-56.9% | $156,551-49.9% | $273,972-71.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 6.33% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,680 | $6,248-73.1% | $5,501-69.5% | $4,869-65.5% |
| Participant deferral / active EE | $6,082 | $5,550+9.6% | $4,871+24.9% | $5,287+15.0% |
| Admin fee / account holder | $48 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |