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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,019 | $67,606-5.3% | $82,313-22.2% | $70,124-8.7% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.1pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $458 | $1,755-73.9% | $2,428-81.1% | $2,342-80.4% |
| Participant deferral / active EE | $2,845 | $2,987-4.8% | $3,706-23.2% | $3,332-14.6% |
| Admin fee / account holder | $176 | $4,512-96.1% | $5,608-96.9% | $4,645-96.2% |