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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,066 | $76,371-26.6% | $93,621-40.1% | $72,975-23.2% |
| Participation rate | 78.6% | 71.8%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 24.60% | 25.82%-1.2pp | 32.76%-8.2pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,361 | $3,538-33.3% | $4,070-42.0% | $3,608-34.5% |
| Admin fee / account holder | $147 | $6,839-97.9% | $7,890-98.1% | $5,124-97.1% |