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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,404 | $151,427-21.1% | $112,860+5.8% | $154,746-22.8% |
| Participation rate | 71.4% | 69.1%+2.3pp | 66.3%+5.1pp | 80.7%-9.3pp |
| Annual return | 18.14% | 30.95%-12.8pp | 35.26%-17.1pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,982 | $2,750-27.9% | $2,206-10.2% | $4,379-54.7% |
| Participant deferral / active EE | $2,023 | $4,285-52.8% | $3,493-42.1% | $6,730-69.9% |
| Admin fee / account holder | $275 | $7,369-96.3% | $6,841-96.0% | $14,365-98.1% |