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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,324 | $99,345-2.0% | $84,753+14.8% | $273,972-64.5% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 5.34% | 22.93%-17.6pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,964 | $4,214-53.4% | $3,574-45.0% | $4,869-59.7% |
| Participant deferral / active EE | $5,011 | $4,270+17.4% | $3,712+35.0% | $5,287-5.2% |
| Admin fee / account holder | $63 | $6,645-99.1% | $5,333-98.8% | $10,133-99.4% |