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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,433 | $138,312-41.1% | $122,979-33.8% | $155,188-47.5% |
| Participation rate | 94.7% | 80.2%+14.5pp | 77.2%+17.5pp | 80.8%+13.9pp |
| Annual return | 17.43% | 22.06%-4.6pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,096 | $3,530-12.3% | $3,062+1.1% | $4,248-27.1% |
| Participant deferral / active EE | $6,180 | $5,592+10.5% | $5,003+23.5% | $6,531-5.4% |
| Admin fee / account holder | $181 | $15,089-98.8% | $12,864-98.6% | $14,480-98.7% |