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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,367 | $136,307-79.9% | $106,619-74.3% | $273,972-90.0% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 8.10% | 11.05%-3.0pp | 9.42%-1.3pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,771 | $5,190-46.6% | $3,947-29.8% | $4,869-43.1% |
| Participant deferral / active EE | $3,619 | $4,969-27.2% | $3,930-7.9% | $5,287-31.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |