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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,551 | $132,310-15.7% | $105,754+5.5% | $273,972-59.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | 5.01% | 10.08%-5.1pp | 12.25%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,804 | $4,867-21.8% | $4,079-6.7% | $4,869-21.9% |
| Participant deferral / active EE | $4,588 | $6,233-26.4% | $5,326-13.9% | $5,287-13.2% |
| Admin fee / account holder | -$123 | $12,036-101.0% | $8,309-101.5% | $10,133-101.2% |