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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,433 | $124,425-34.6% | $112,040-27.3% | $137,256-40.7% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 17.43% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,096 | $3,411-9.2% | $2,954+4.8% | $4,156-25.5% |
| Participant deferral / active EE | $6,180 | $5,718+8.1% | $5,098+21.2% | $6,407-3.5% |
| Admin fee / account holder | $181 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |