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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,924 | $275,752-65.6% | $256,809-63.0% | $198,609-52.2% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 12.45% | 34.81%-22.4pp | 32.73%-20.3pp | 202.70%-190.2pp |
| Employer contribution / active EE | $3,578 | $7,721-53.7% | $7,263-50.7% | $5,055-29.2% |
| Participant deferral / active EE | $5,700 | $10,037-43.2% | $9,520-40.1% | $6,977-18.3% |
| Admin fee / account holder | $159 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |