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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,763 | $126,661-19.7% | $113,397-10.3% | $138,895-26.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 15.19% | 25.05%-9.9pp | 23.20%-8.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,215 | $5,693-61.1% | $5,076-56.4% | $6,396-65.4% |
| Admin fee / account holder | $168 | $14,549-98.8% | $11,957-98.6% | $12,562-98.7% |