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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,826 | $156,398-54.7% | $147,318-51.9% | $138,895-49.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 23.77% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,895 | $4,853-61.0% | $4,593-58.7% | $4,194-54.8% |
| Participant deferral / active EE | $5,552 | $8,237-32.6% | $7,906-29.8% | $6,396-13.2% |
| Admin fee / account holder | $78 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |