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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,104 | $58,587-26.4% | $83,322-48.3% | $64,173-32.8% |
| Participation rate | 87.0% | 72.0%+14.9pp | 77.8%+9.2pp | 69.6%+17.4pp |
| Annual return | -6.08% | 9.65%-15.7pp | 10.64%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $572 | $2,098-72.7% | $3,379-83.1% | $2,381-76.0% |
| Participant deferral / active EE | $5,720 | $4,654+22.9% | $5,565+2.8% | $3,470+64.8% |
| Admin fee / account holder | $277 | $9,279-97.0% | $7,540-96.3% | $4,887-94.3% |