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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,696 | $81,358-5.7% | $155,556-50.7% | $80,959-5.3% |
| Participation rate | 94.9% | 66.3%+28.6pp | 78.2%+16.6pp | 67.7%+27.2pp |
| Annual return | 11.28% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,946 | $3,106-5.2% | $4,675-37.0% | $2,757+6.8% |
| Participant deferral / active EE | $2,691 | $3,455-22.1% | $5,631-52.2% | $4,300-37.4% |
| Admin fee / account holder | $166 | $7,994-97.9% | $15,885-99.0% | $6,925-97.6% |