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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,165 | $154,228-54.5% | $145,433-51.8% | $137,256-48.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,308 | $4,804-31.1% | $4,554-27.4% | $4,156-20.4% |
| Participant deferral / active EE | $6,477 | $8,216-21.2% | $7,897-18.0% | $6,407+1.1% |
| Admin fee / account holder | $137 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |