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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,126 | $136,860-36.3% | $120,344-27.6% | $154,746-43.7% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 16.67% | 21.38%-4.7pp | 20.30%-3.6pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,498 | $3,533-57.6% | $3,020-50.4% | $4,379-65.8% |
| Participant deferral / active EE | $2,996 | $5,793-48.3% | $5,135-41.6% | $6,730-55.5% |
| Admin fee / account holder | $116 | $15,393-99.2% | $12,742-99.1% | $14,365-99.2% |