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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,403 | $135,905-54.1% | $126,068-50.5% | $198,609-68.6% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 20.36% | 14.07%+6.3pp | 15.01%+5.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,017 | $4,245-52.5% | $3,968-49.2% | $5,055-60.1% |
| Participant deferral / active EE | $5,439 | $8,523-36.2% | $8,214-33.8% | $6,977-22.0% |
| Admin fee / account holder | $130 | $21,036-99.4% | $18,264-99.3% | $19,030-99.3% |