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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,247 | $88,707-6.2% | $74,184+12.2% | $273,972-69.6% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 10.47% | 11.94%-1.5pp | 17.74%-7.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $15,466 | $3,159+389.5% | $2,370+552.5% | $4,869+217.7% |
| Participant deferral / active EE | $8,658 | $4,212+105.6% | $3,550+143.9% | $5,287+63.8% |
| Admin fee / account holder | $113 | $8,717-98.7% | $5,586-98.0% | $10,133-98.9% |