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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,223 | $107,666-35.7% | $102,184-32.3% | $154,746-55.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 18.07% | 29.33%-11.3pp | 31.58%-13.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,565 | $3,846-33.3% | $3,594-28.6% | $4,379-41.4% |
| Participant deferral / active EE | $5,206 | $8,719-40.3% | $8,309-37.3% | $6,730-22.6% |
| Admin fee / account holder | $143 | $12,943-98.9% | $11,609-98.8% | $14,365-99.0% |