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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,883 | $153,311-44.0% | $109,313-21.4% | $273,972-68.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 7.70% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,058 | $5,619-81.2% | $3,892-72.8% | $4,869-78.3% |
| Participant deferral / active EE | $1,754 | $3,932-55.4% | $3,166-44.6% | $5,287-66.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |