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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,650 | $61,660-51.9% | $80,022-62.9% | $64,173-53.8% |
| Participation rate | 75.7% | 71.7%+4.0pp | 75.8%-0.2pp | 69.6%+6.1pp |
| Annual return | 6.58% | -0.33%+6.9pp | 11.22%-4.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $662 | $1,810-63.4% | $2,468-73.2% | $2,381-72.2% |
| Participant deferral / active EE | $2,687 | $2,968-9.4% | $3,686-27.1% | $3,470-22.5% |
| Admin fee / account holder | $139 | $5,417-97.4% | $6,521-97.9% | $4,887-97.2% |