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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,751 | $99,345-0.6% | $84,753+16.5% | $273,972-64.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.32% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,845 | $4,214-56.2% | $3,574-48.4% | $4,869-62.1% |
| Participant deferral / active EE | $3,986 | $4,270-6.6% | $3,712+7.4% | $5,287-24.6% |
| Admin fee / account holder | $201 | $6,645-97.0% | $5,333-96.2% | $10,133-98.0% |