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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,804 | $213,785-27.1% | $185,441-16.0% | $155,188+0.4% |
| Participation rate | 70.6% | 83.2%-12.6pp | 80.3%-9.7pp | 80.8%-10.2pp |
| Annual return | 15.16% | 19.97%-4.8pp | 20.16%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,383 | $5,393-55.8% | $4,672-49.0% | $4,248-43.9% |
| Participant deferral / active EE | $7,179 | $6,864+4.6% | $6,152+16.7% | $6,531+9.9% |
| Admin fee / account holder | $8 | $21,134-100.0% | $17,890-100.0% | $14,480-99.9% |