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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,810 | $115,917-36.3% | $100,535-26.6% | $158,982-53.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 18.03% | 34.80%-16.8pp | 30.90%-12.9pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,729 | $4,105-9.2% | $3,419+9.1% | $4,763-21.7% |
| Participant deferral / active EE | $4,577 | $6,677-31.5% | $6,271-27.0% | $5,983-23.5% |
| Admin fee / account holder | $34 | $11,002-99.7% | $8,085-99.6% | $11,252-99.7% |