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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,729 | $88,707-23.6% | $74,184-8.7% | $273,972-75.3% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,789 | $3,159-43.4% | $2,370-24.5% | $4,869-63.2% |
| Participant deferral / active EE | $5,282 | $4,212+25.4% | $3,550+48.8% | $5,287-0.1% |
| Admin fee / account holder | $22 | $8,717-99.8% | $5,586-99.6% | $10,133-99.8% |