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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,691 | $99,345-83.2% | $84,753-80.3% | $273,972-93.9% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 8.45% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,466 | $4,214-41.5% | $3,574-31.0% | $4,869-49.3% |
| Participant deferral / active EE | $4,390 | $4,270+2.8% | $3,712+18.3% | $5,287-17.0% |
| Admin fee / account holder | $206 | $6,645-96.9% | $5,333-96.1% | $10,133-98.0% |