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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,480 | $111,814-35.2% | $103,374-29.9% | $145,959-50.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,527 | $4,214-16.3% | $3,869-8.8% | $4,661-24.3% |
| Participant deferral / active EE | $8,791 | $5,618+56.5% | $5,058+73.8% | $6,689+31.4% |
| Admin fee / account holder | $175 | $9,754-98.2% | $8,394-97.9% | $13,398-98.7% |