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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,814 | $99,345-15.6% | $84,753-1.1% | $273,972-69.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.00% | 22.93%-12.9pp | 22.78%-12.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,795 | $4,214-57.4% | $3,574-49.8% | $4,869-63.1% |
| Participant deferral / active EE | $6,001 | $4,270+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |