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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,229 | $192,829-33.5% | $142,516-10.0% | $139,487-8.1% |
| Participation rate | 77.8% | 81.4%-3.7pp | 76.8%+1.0pp | 80.3%-2.6pp |
| Annual return | 14.03% | 18.07%-4.0pp | 20.03%-6.0pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |