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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,052 | $110,240-20.1% | $96,544-8.8% | $139,487-36.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 12.81% | 26.41%-13.6pp | 25.88%-13.1pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,834 | $3,622-21.8% | $2,966-4.5% | $4,755-40.4% |
| Participant deferral / active EE | $6,377 | $5,549+14.9% | $4,851+31.5% | $6,713-5.0% |
| Admin fee / account holder | $53 | $11,602-99.5% | $8,254-99.4% | $11,407-99.5% |