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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,830 | $123,478-44.3% | $216,567-68.2% | $94,015-26.8% |
| Participation rate | 88.0% | 75.1%+12.9pp | 81.6%+6.4pp | 70.8%+17.2pp |
| Annual return | 14.48% | 23.61%-9.1pp | 12.94%+1.5pp | 17.84%-3.4pp |
| Employer contribution / active EE | $2,322 | $3,136-25.9% | $5,216-55.5% | $2,790-16.8% |
| Participant deferral / active EE | $3,056 | $4,556-32.9% | $6,191-50.6% | $4,249-28.1% |
| Admin fee / account holder | $120 | $12,753-99.1% | $21,981-99.5% | $8,951-98.7% |