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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,797 | $105,623-0.8% | $87,502+19.8% | $273,972-61.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 11.60% | 12.26%-0.7pp | 12.21%-0.6pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,062 | $3,141-34.3% | $2,550-19.1% | $4,869-57.6% |
| Participant deferral / active EE | $6,833 | $3,601+89.8% | $3,149+117.0% | $5,287+29.2% |
| Admin fee / account holder | $50 | $4,781-99.0% | $4,221-98.8% | $10,133-99.5% |