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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,783 | $99,345-9.6% | $84,753+5.9% | $273,970-67.2% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 2.11% | 22.93%-20.8pp | 22.78%-20.7pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,672 | $4,214-60.3% | $3,574-53.2% | $4,869-65.7% |
| Participant deferral / active EE | $4,888 | $4,270+14.5% | $3,712+31.7% | $5,287-7.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |