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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,019 | $96,562+6.7% | $80,976+27.2% | $273,968-62.4% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $685 | $4,868-85.9% | $3,714-81.6% | $4,869-85.9% |
| Participant deferral / active EE | $2,556 | $6,597-61.3% | $5,696-55.1% | $5,287-51.7% |
| Admin fee / account holder | $290 | $7,493-96.1% | $5,516-94.8% | $10,132-97.1% |