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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,167 | $99,345-43.5% | $84,753-33.7% | $273,972-79.5% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,333 | $4,214-44.6% | $3,574-34.7% | $4,869-52.1% |
| Participant deferral / active EE | $6,040 | $4,270+41.5% | $3,712+62.7% | $5,287+14.2% |
| Admin fee / account holder | $296 | $6,645-95.5% | $5,333-94.5% | $10,133-97.1% |