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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,403 | $107,666-42.0% | $102,184-38.9% | $154,746-59.7% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 20.36% | 29.33%-9.0pp | 31.58%-11.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,017 | $3,846-47.6% | $3,594-43.9% | $4,379-54.0% |
| Participant deferral / active EE | $5,439 | $8,719-37.6% | $8,309-34.5% | $6,730-19.2% |
| Admin fee / account holder | $130 | $12,943-99.0% | $11,609-98.9% | $14,365-99.1% |