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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,820 | $162,136-50.8% | $152,301-47.6% | $154,746-48.4% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,037 | $4,890-58.4% | $4,624-56.0% | $4,379-53.5% |
| Participant deferral / active EE | $5,086 | $8,341-39.0% | $8,004-36.5% | $6,730-24.4% |
| Admin fee / account holder | $85 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |