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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,760 | $129,095-47.5% | $184,200-63.2% | $77,671-12.8% |
| Participation rate | 75.9% | 87.3%-11.4pp | 86.8%-10.9pp | 70.6%+5.3pp |
| Annual return | 15.80% | 33.29%-17.5pp | 28.80%-13.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $3,472 | $4,410-21.3% | $6,424-46.0% | $2,726+27.3% |
| Participant deferral / active EE | $5,679 | $7,300-22.2% | $9,132-37.8% | $4,648+22.2% |
| Admin fee / account holder | $12 | $256-95.3% | $13,907-99.9% | $430-97.2% |