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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,374 | $62,583+15.6% | $76,767-5.7% | $64,173+12.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -5.41% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,089 | $1,832-40.5% | $2,485-56.2% | $2,381-54.3% |
| Participant deferral / active EE | $2,442 | $3,145-22.4% | $3,852-36.6% | $3,470-29.6% |
| Admin fee / account holder | $115 | $4,667-97.5% | $6,675-98.3% | $4,887-97.6% |