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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,222 | $99,345+2.9% | $84,753+20.6% | $273,972-62.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.12% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,326 | $4,214-68.5% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $5,215 | $4,270+22.1% | $3,712+40.5% | $5,287-1.4% |
| Admin fee / account holder | $77 | $6,645-98.8% | $5,333-98.5% | $10,133-99.2% |