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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,178 | $99,345-3.2% | $84,753+13.5% | $273,972-64.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,913 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $2,438 | $4,270-42.9% | $3,712-34.3% | $5,287-53.9% |
| Admin fee / account holder | $297 | $6,645-95.5% | $5,333-94.4% | $10,133-97.1% |