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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,748 | $110,212-26.7% | $96,534-16.4% | $139,466-42.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 15.27% | 26.42%-11.1pp | 25.88%-10.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,756 | $3,620-51.5% | $2,965-40.8% | $4,754-63.1% |
| Participant deferral / active EE | $3,150 | $5,547-43.2% | $4,851-35.1% | $6,712-53.1% |
| Admin fee / account holder | $12 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |