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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,448 | $62,586+26.9% | $76,766+3.5% | $64,181+23.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -3.69% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,430 | $1,832-22.0% | $2,485-42.5% | $2,381-39.9% |
| Participant deferral / active EE | $3,828 | $3,145+21.7% | $3,851-0.6% | $3,470+10.3% |
| Admin fee / account holder | $30 | $4,667-99.4% | $6,675-99.6% | $4,887-99.4% |