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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,679 | $80,985-5.3% | $96,576-20.6% | $75,181+2.0% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 16.90% | 27.05%-10.2pp | 25.87%-9.0pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,500 | $2,282-34.3% | $2,965-49.4% | $2,671-43.8% |
| Participant deferral / active EE | $2,522 | $3,929-35.8% | $4,851-48.0% | $4,126-38.9% |
| Admin fee / account holder | $70 | $6,719-99.0% | $8,253-99.2% | $5,650-98.8% |