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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,091 | $124,425-35.6% | $112,040-28.5% | $137,256-41.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 17.75% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,747 | $3,411-48.8% | $2,954-40.9% | $4,156-58.0% |
| Participant deferral / active EE | $4,960 | $5,718-13.3% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $166 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |