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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,476 | $87,166-92.6% | $76,735-91.6% | $137,256-95.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 17.48% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,686 | $2,904-7.5% | $2,454+9.5% | $4,156-35.4% |
| Participant deferral / active EE | $4,415 | $4,726-6.6% | $4,088+8.0% | $6,407-31.1% |
| Admin fee / account holder | $177 | $8,403-97.9% | $7,189-97.5% | $12,270-98.6% |