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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,571 | $96,558+20.7% | $80,977+44.0% | $273,972-57.5% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.8%-1.9pp | 83.0%-9.1pp |
| Annual return | 5.27% | 15.14%-9.9pp | 17.11%-11.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,718 | $6,598-58.8% | $5,696-52.3% | $5,287-48.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |