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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,179 | $135,956-49.9% | $123,894-45.0% | $273,972-75.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 13.14% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $3,562 | $5,170-31.1% | $4,617-22.8% | $4,869-26.8% |
| Participant deferral / active EE | $2,410 | $6,343-62.0% | $5,984-59.7% | $5,287-54.4% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |