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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,049 | $107,666-31.2% | $102,184-27.5% | $154,746-52.1% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 21.04% | 29.33%-8.3pp | 31.58%-10.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,493 | $3,846-35.2% | $3,594-30.6% | $4,379-43.1% |
| Participant deferral / active EE | $5,872 | $8,719-32.7% | $8,309-29.3% | $6,730-12.8% |
| Admin fee / account holder | $34 | $12,943-99.7% | $11,609-99.7% | $14,365-99.8% |