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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,485 | $90,486-15.5% | $78,676-2.8% | $273,972-72.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.46% | 75.62%-66.2pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,704 | $3,175-14.8% | $2,850-5.1% | $4,869-44.5% |
| Participant deferral / active EE | $2,063 | $3,901-47.1% | $3,517-41.3% | $5,287-61.0% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |