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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,899 | $181,896-63.2% | $156,551-57.3% | $273,972-75.6% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.03% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,364 | $6,248-30.1% | $5,501-20.7% | $4,869-10.4% |
| Participant deferral / active EE | $4,285 | $5,550-22.8% | $4,871-12.0% | $5,287-18.9% |
| Admin fee / account holder | $113 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |