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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,858 | $100,970-29.8% | $96,576-26.6% | $137,256-48.4% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 45.73% | 38.16%+7.6pp | 38.47%+7.3pp | 220.34%-174.6pp |
| Employer contribution / active EE | $3,416 | $3,809-10.3% | $3,553-3.9% | $4,156-17.8% |
| Participant deferral / active EE | $6,108 | $8,286-26.3% | $7,956-23.2% | $6,407-4.7% |
| Admin fee / account holder | $143 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |