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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,711 | $136,860-44.7% | $120,344-37.1% | $154,746-51.1% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 17.84% | 21.38%-3.5pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,960 | $3,533-44.5% | $3,020-35.1% | $4,379-55.2% |
| Participant deferral / active EE | $3,750 | $5,793-35.3% | $5,135-27.0% | $6,730-44.3% |
| Admin fee / account holder | $145 | $15,393-99.1% | $12,742-98.9% | $14,365-99.0% |