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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,352 | $87,546+35.2% | $75,784+56.2% | $125,389-5.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | 0.15% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $4,000 | $3,930+1.8% | $3,323+20.4% | $4,866-17.8% |
| Participant deferral / active EE | $4,000 | $4,230-5.4% | $3,652+9.5% | $5,352-25.3% |
| Admin fee / account holder | -$145 | $6,503-102.2% | $5,300-102.7% | $9,541-101.5% |