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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,517 | $88,707-1.3% | $74,184+18.0% | $273,972-68.1% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 9.66% | 11.94%-2.3pp | 17.74%-8.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $815 | $3,159-74.2% | $2,370-65.6% | $4,869-83.3% |
| Participant deferral / active EE | $2,870 | $4,212-31.8% | $3,550-19.1% | $5,287-45.7% |
| Admin fee / account holder | $139 | $8,717-98.4% | $5,586-97.5% | $10,133-98.6% |