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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,764 | $162,812-40.0% | $133,971-27.0% | $158,966-38.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 7.42% | 41.94%-34.5pp | 45.09%-37.7pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,371 | $4,976-72.5% | $3,919-65.0% | $4,762-71.2% |
| Participant deferral / active EE | $3,935 | $5,910-33.4% | $5,047-22.0% | $5,983-34.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |