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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,223 | $100,970-31.4% | $96,576-28.3% | $137,256-49.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 18.07% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,565 | $3,809-32.7% | $3,553-27.8% | $4,156-38.3% |
| Participant deferral / active EE | $5,206 | $8,286-37.2% | $7,956-34.6% | $6,407-18.7% |
| Admin fee / account holder | $143 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |