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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,349 | $174,379-59.1% | $152,093-53.1% | $138,895-48.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.06% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,538 | $4,652-66.9% | $4,175-63.2% | $4,194-63.3% |
| Participant deferral / active EE | $2,464 | $6,159-60.0% | $5,451-54.8% | $6,396-61.5% |
| Admin fee / account holder | $279 | $16,880-98.3% | $14,497-98.1% | $12,562-97.8% |