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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,824 | $39,132-3.3% | $57,196-33.9% | $62,881-39.8% |
| Participation rate | 91.4% | 70.5%+20.9pp | 75.3%+16.1pp | 69.3%+22.1pp |
| Annual return | 5.90% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,710 | $2,374+140.5% | $3,096+84.4% | $3,203+78.3% |
| Admin fee / account holder | $270 | $2,594-89.6% | $3,141-91.4% | $4,296-93.7% |