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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,462 | $181,896-21.7% | $156,551-9.0% | $273,972-48.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,498 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $7,812 | $5,550+40.8% | $4,871+60.4% | $5,287+47.8% |
| Admin fee / account holder | $29 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |