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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,719 | $94,833-34.9% | $75,714-18.5% | $86,821-28.9% |
| Participation rate | 72.7% | 79.1%-6.4pp | 74.8%-2.2pp | 72.3%+0.4pp |
| Annual return | 13.75% | 16.91%-3.2pp | 104.62%-90.9pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,540 | $2,904-47.0% | $2,744-43.9% | $2,406-36.0% |
| Participant deferral / active EE | $3,441 | $3,632-5.3% | $3,820-9.9% | $4,132-16.7% |
| Admin fee / account holder | $1 | $109-98.8% | $3,619-100.0% | $170-99.3% |