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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,128 | $43,338-21.3% | $59,887-43.0% | $64,173-46.8% |
| Participation rate | 79.3% | 69.2%+10.1pp | 74.7%+4.6pp | 69.6%+9.7pp |
| Annual return | 4.87% | -1.55%+6.4pp | 3.46%+1.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $816 | $2,030-59.8% | $2,722-70.0% | $2,381-65.7% |
| Participant deferral / active EE | $1,536 | $2,547-39.7% | $3,402-54.8% | $3,470-55.7% |
| Admin fee / account holder | $190 | $3,007-93.7% | $3,591-94.7% | $4,887-96.1% |