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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,711 | $124,425-39.2% | $112,040-32.4% | $137,256-44.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 17.84% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,960 | $3,411-42.5% | $2,954-33.6% | $4,156-52.8% |
| Participant deferral / active EE | $3,750 | $5,718-34.4% | $5,098-26.4% | $6,407-41.5% |
| Admin fee / account holder | $145 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |