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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,482 | $87,544+41.1% | $75,784+62.9% | $125,388-1.5% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | 1.11% | 13.49%-12.4pp | 9.68%-8.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,314 | $3,930-66.6% | $3,323-60.5% | $4,866-73.0% |
| Participant deferral / active EE | $2,839 | $4,229-32.9% | $3,652-22.2% | $5,352-46.9% |
| Admin fee / account holder | $243 | $6,502-96.3% | $5,300-95.4% | $9,541-97.5% |