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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,916 | $99,345+80.1% | $84,753+111.1% | $273,972-34.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.30% | 22.93%-19.6pp | 22.78%-19.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,160 | $4,214-72.5% | $3,574-67.5% | $4,869-76.2% |
| Participant deferral / active EE | $11,500 | $4,270+169.3% | $3,712+209.8% | $5,287+117.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |