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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,572 | $153,311-16.8% | $109,313+16.7% | $273,972-53.4% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 5.04% | 29.86%-24.8pp | 22.07%-17.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,170 | $5,619-61.4% | $3,892-44.2% | $4,869-55.4% |
| Participant deferral / active EE | $4,160 | $3,932+5.8% | $3,166+31.4% | $5,287-21.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |