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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,696 | $81,262-5.6% | $155,602-50.7% | $80,911-5.2% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 11.28% | 33.34%-22.1pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $2,946 | $3,102-5.0% | $4,675-37.0% | $2,756+6.9% |
| Participant deferral / active EE | $2,691 | $3,451-22.0% | $5,629-52.2% | $4,297-37.4% |
| Admin fee / account holder | $166 | $7,992-97.9% | $15,923-99.0% | $6,935-97.6% |