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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,329 | $99,345-18.1% | $84,753-4.0% | $273,972-70.3% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 3.83% | 22.93%-19.1pp | 22.78%-19.0pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,000 | $4,214-52.5% | $3,574-44.0% | $4,869-58.9% |
| Participant deferral / active EE | $4,183 | $4,270-2.0% | $3,712+12.7% | $5,287-20.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |