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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,298 | $88,707-12.9% | $74,184+4.2% | $273,972-71.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.05% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,773 | $3,159-43.9% | $2,370-25.2% | $4,869-63.6% |
| Participant deferral / active EE | $3,731 | $4,212-11.4% | $3,550+5.1% | $5,287-29.4% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,133-99.9% |