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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,003 | $167,668-53.5% | $100,398-22.3% | $106,408-26.7% |
| Participation rate | 93.7% | 87.6%+6.1pp | 81.5%+12.2pp | 69.9%+23.8pp |
| Annual return | 14.39% | 18.33%-3.9pp | 49.32%-34.9pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,572 | $4,908-27.2% | $3,946-9.5% | $3,361+6.3% |
| Participant deferral / active EE | $5,918 | $11,427-48.2% | $8,084-26.8% | $5,567+6.3% |
| Admin fee / account holder | $0 | $94-100.0% | $7,893-100.0% | $79-100.0% |