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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,848 | $39,132+9.5% | $57,196-25.1% | $62,881-31.9% |
| Participation rate | 75.9% | 70.5%+5.4pp | 75.3%+0.5pp | 69.3%+6.6pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,607 | $2,374+9.8% | $3,096-15.8% | $3,203-18.6% |
| Admin fee / account holder | $283 | $2,594-89.1% | $3,141-91.0% | $4,296-93.4% |