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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,404 | $222,882-46.4% | $182,153-34.4% | $198,609-39.9% |
| Participation rate | 71.4% | 67.8%+3.7pp | 65.7%+5.7pp | 82.4%-10.9pp |
| Annual return | 18.14% | 38.53%-20.4pp | 35.04%-16.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,982 | $2,741-27.7% | $2,593-23.6% | $5,055-60.8% |
| Participant deferral / active EE | $2,023 | $4,212-52.0% | $3,776-46.4% | $6,977-71.0% |
| Admin fee / account holder | $275 | $8,972-96.9% | $9,477-97.1% | $19,030-98.6% |