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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,089 | $99,345-5.3% | $84,753+11.0% | $273,972-65.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.15% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,116 | $4,214-73.5% | $3,574-68.8% | $4,869-77.1% |
| Participant deferral / active EE | $4,462 | $4,270+4.5% | $3,712+20.2% | $5,287-15.6% |
| Admin fee / account holder | $44 | $6,645-99.3% | $5,333-99.2% | $10,133-99.6% |