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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,816 | $199,109-67.9% | $173,730-63.3% | $154,746-58.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 16.24% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,603 | $5,311-69.8% | $4,577-65.0% | $4,379-63.4% |
| Participant deferral / active EE | $7,476 | $7,113+5.1% | $6,326+18.2% | $6,730+11.1% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |