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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,763 | $124,425-18.2% | $112,040-9.2% | $137,256-25.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 15.19% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,215 | $5,718-61.3% | $5,098-56.5% | $6,407-65.4% |
| Admin fee / account holder | $168 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |