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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,594 | $90,509-3.2% | $78,693+11.3% | $273,968-68.0% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 6.52% | 75.61%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $36 | $3,175-98.9% | $2,850-98.7% | $4,869-99.3% |
| Participant deferral / active EE | $5,284 | $3,901+35.4% | $3,517+50.3% | $5,287-0.1% |
| Admin fee / account holder | $86 | $5,264-98.4% | $4,511-98.1% | $10,132-99.2% |