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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,692 | $88,707-13.5% | $74,184+3.4% | $273,972-72.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.86% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,489 | $3,159-52.9% | $2,370-37.2% | $4,869-69.4% |
| Participant deferral / active EE | $3,183 | $4,212-24.4% | $3,550-10.3% | $5,287-39.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |