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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,805 | $185,312-39.7% | $161,489-30.8% | $154,746-27.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 18.23% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,070 | $4,769-56.6% | $4,268-51.5% | $4,379-52.7% |
| Participant deferral / active EE | $4,523 | $6,350-28.8% | $5,630-19.7% | $6,730-32.8% |
| Admin fee / account holder | $296 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |