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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,837 | $102,609-26.1% | $98,090-22.7% | $138,895-45.4% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 23.22% | 36.44%-13.2pp | 37.05%-13.8pp | 145.39%-122.2pp |
| Employer contribution / active EE | $5,451 | $3,867+40.9% | $3,606+51.1% | $4,194+30.0% |
| Participant deferral / active EE | $14,962 | $8,167+83.2% | $7,845+90.7% | $6,396+133.9% |
| Admin fee / account holder | $75 | $11,434-99.3% | $11,815-99.4% | $12,562-99.4% |