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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,223 | $135,905-49.1% | $126,068-45.1% | $198,609-65.1% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 18.07% | 14.07%+4.0pp | 15.01%+3.1pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,565 | $4,245-39.6% | $3,968-35.4% | $5,055-49.3% |
| Participant deferral / active EE | $5,206 | $8,523-38.9% | $8,214-36.6% | $6,977-25.4% |
| Admin fee / account holder | $143 | $21,036-99.3% | $18,264-99.2% | $19,030-99.3% |