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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,280 | $110,337-31.8% | $102,383-26.5% | $145,877-48.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.09% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,109 | $4,216-26.3% | $3,870-19.7% | $4,663-33.3% |
| Participant deferral / active EE | $6,035 | $5,621+7.4% | $5,060+19.3% | $6,691-9.8% |
| Admin fee / account holder | $194 | $9,750-98.0% | $8,391-97.7% | $13,402-98.6% |