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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,480 | $110,337-34.3% | $102,383-29.2% | $145,877-50.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,527 | $4,216-16.3% | $3,870-8.9% | $4,663-24.4% |
| Participant deferral / active EE | $8,791 | $5,621+56.4% | $5,060+73.7% | $6,691+31.4% |
| Admin fee / account holder | $175 | $9,750-98.2% | $8,391-97.9% | $13,402-98.7% |