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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,404 | $122,962-2.9% | $71,585+66.8% | $138,895-14.0% |
| Participation rate | 71.4% | 68.9%+2.6pp | 68.2%+3.3pp | 79.9%-8.5pp |
| Annual return | 18.14% | 37.84%-19.7pp | 59.26%-41.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,982 | $2,620-24.3% | $1,669+18.8% | $4,194-52.7% |
| Participant deferral / active EE | $2,023 | $4,311-53.1% | $2,923-30.8% | $6,396-68.4% |
| Admin fee / account holder | $275 | $6,488-95.8% | $4,712-94.2% | $12,562-97.8% |