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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,357 | $155,555-50.3% | $146,866-47.3% | $155,188-50.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.5%-11.9pp | 80.8%-10.2pp |
| Annual return | 22.72% | 115.41%-92.7pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $2,907 | $4,647-37.4% | $4,425-34.3% | $4,248-31.6% |
| Participant deferral / active EE | $6,541 | $8,044-18.7% | $7,759-15.7% | $6,531+0.2% |
| Admin fee / account holder | $1 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |