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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,648 | $105,623-36.9% | $87,502-23.8% | $273,972-75.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 73.8%+2.4pp | 83.0%-6.8pp |
| Annual return | 11.68% | 12.26%-0.6pp | 12.21%-0.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,446 | $3,141-54.0% | $2,550-43.3% | $4,869-70.3% |
| Participant deferral / active EE | $3,246 | $3,601-9.8% | $3,149+3.1% | $5,287-38.6% |
| Admin fee / account holder | $232 | $4,781-95.2% | $4,221-94.5% | $10,133-97.7% |