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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,573 | $62,583+3.2% | $76,767-15.9% | $64,173+0.6% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.2pp | 69.6%+2.2pp |
| Annual return | -5.15% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,691 | $1,832-7.7% | $2,485-32.0% | $2,381-29.0% |
| Participant deferral / active EE | $1,846 | $3,145-41.3% | $3,852-52.1% | $3,470-46.8% |
| Admin fee / account holder | $124 | $4,667-97.3% | $6,675-98.1% | $4,887-97.5% |