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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,855 | $99,633-6.8% | $183,328-49.4% | $82,448+12.6% |
| Participation rate | 73.7% | 70.8%+2.9pp | 77.3%-3.7pp | 68.1%+5.6pp |
| Annual return | 14.99% | 17.84%-2.9pp | 29.67%-14.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,211 | $3,256-62.8% | $5,055-76.0% | $2,551-52.5% |
| Participant deferral / active EE | $2,527 | $4,938-48.8% | $6,795-62.8% | $4,139-38.9% |
| Admin fee / account holder | $81 | $9,934-99.2% | $21,427-99.6% | $7,234-98.9% |