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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,581 | $86,938-7.3% | $102,423-21.3% | $80,925-0.4% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.1pp |
| Annual return | 18.36% | 18.89%-0.5pp | 29.42%-11.1pp | 35.65%-17.3pp |
| Employer contribution / active EE | $1,588 | $2,369-33.0% | $3,023-47.5% | $2,756-42.4% |
| Participant deferral / active EE | $2,036 | $4,120-50.6% | $5,054-59.7% | $4,299-52.6% |
| Admin fee / account holder | $42 | $8,053-99.5% | $9,455-99.6% | $6,940-99.4% |