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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,385 | $99,345-11.0% | $84,753+4.3% | $273,972-67.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.31% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,341 | $4,214-68.2% | $3,574-62.5% | $4,869-72.5% |
| Participant deferral / active EE | $5,849 | $4,270+37.0% | $3,712+57.6% | $5,287+10.6% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |