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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,144 | $105,623-5.2% | $87,502+14.4% | $273,972-63.4% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.1pp | 83.0%+5.9pp |
| Annual return | 20.87% | 12.26%+8.6pp | 12.21%+8.7pp | 41.46%-20.6pp |
| Employer contribution / active EE | $966 | $3,141-69.2% | $2,550-62.1% | $4,869-80.2% |
| Participant deferral / active EE | $3,219 | $3,601-10.6% | $3,149+2.2% | $5,287-39.1% |
| Admin fee / account holder | $36 | $4,781-99.2% | $4,221-99.1% | $10,133-99.6% |