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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,763 | $136,860-25.6% | $120,344-15.4% | $154,746-34.2% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 15.19% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,215 | $5,793-61.8% | $5,135-56.9% | $6,730-67.1% |
| Admin fee / account holder | $168 | $15,393-98.9% | $12,742-98.7% | $14,365-98.8% |