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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,760 | $129,227-47.6% | $184,256-63.2% | $77,762-12.9% |
| Participation rate | 75.9% | 87.4%-11.5pp | 86.8%-10.9pp | 70.6%+5.3pp |
| Annual return | 15.80% | 33.24%-17.4pp | 28.85%-13.0pp | 31.27%-15.5pp |
| Employer contribution / active EE | $3,472 | $4,412-21.3% | $6,427-46.0% | $2,728+27.3% |
| Participant deferral / active EE | $5,679 | $7,307-22.3% | $9,133-37.8% | $4,651+22.1% |
| Admin fee / account holder | $12 | $256-95.3% | $13,899-99.9% | $433-97.2% |