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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,348 | $162,812-25.5% | $133,971-9.4% | $158,966-23.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 6.80% | 41.94%-35.1pp | 45.09%-38.3pp | 302.95%-296.1pp |
| Employer contribution / active EE | $2,675 | $4,976-46.2% | $3,919-31.7% | $4,762-43.8% |
| Participant deferral / active EE | $2,675 | $5,910-54.7% | $5,047-47.0% | $5,983-55.3% |
| Admin fee / account holder | $243 | $11,741-97.9% | $8,929-97.3% | $11,250-97.8% |