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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,623 | $105,623-18.0% | $87,502-1.0% | $273,972-68.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 3.97% | 12.26%-8.3pp | 12.21%-8.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,427 | $3,141-54.6% | $2,550-44.1% | $4,869-70.7% |
| Participant deferral / active EE | $722 | $3,601-80.0% | $3,149-77.1% | $5,287-86.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |