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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,837 | $107,666-29.6% | $102,184-25.8% | $154,746-51.0% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 23.22% | 29.33%-6.1pp | 31.58%-8.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $5,451 | $3,846+41.7% | $3,594+51.7% | $4,379+24.5% |
| Participant deferral / active EE | $14,962 | $8,719+71.6% | $8,309+80.1% | $6,730+122.3% |
| Admin fee / account holder | $75 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |