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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,136 | $48,078-24.8% | $78,676-54.1% | $62,881-42.5% |
| Participation rate | 89.2% | 65.2%+24.0pp | 73.6%+15.7pp | 69.3%+19.9pp |
| Annual return | 6.62% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,834 | $2,587+9.5% | $3,517-19.4% | $3,203-11.5% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |