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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,447 | $99,345-2.9% | $84,753+13.8% | $273,972-64.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 4.65% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,665 | $4,214-60.5% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $7,980 | $4,270+86.9% | $3,712+115.0% | $5,287+50.9% |
| Admin fee / account holder | $18 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |