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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,954 | $99,345-68.8% | $84,753-63.5% | $273,972-88.7% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,039 | $4,214+90.8% | $3,574+124.9% | $4,869+65.1% |
| Participant deferral / active EE | $4,201 | $4,270-1.6% | $3,712+13.2% | $5,287-20.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |