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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,303 | $62,583+17.1% | $76,767-4.5% | $64,173+14.2% |
| Participation rate | 76.6% | 72.8%+3.8pp | 77.0%-0.4pp | 69.6%+7.0pp |
| Annual return | -7.23% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $717 | $1,832-60.8% | $2,485-71.1% | $2,381-69.9% |
| Participant deferral / active EE | $4,537 | $3,145+44.3% | $3,852+17.8% | $3,470+30.8% |
| Admin fee / account holder | $55 | $4,667-98.8% | $6,675-99.2% | $4,887-98.9% |