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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,561 | $155,555-53.4% | $146,866-50.6% | $155,188-53.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 18.51% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,023 | $4,647-35.0% | $4,425-31.7% | $4,248-28.8% |
| Participant deferral / active EE | $3,283 | $8,044-59.2% | $7,759-57.7% | $6,531-49.7% |
| Admin fee / account holder | $75 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |