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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,206 | $61,660-33.2% | $80,022-48.5% | $64,173-35.8% |
| Participation rate | 77.6% | 71.7%+5.9pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | -4.84% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,392 | $1,810+32.1% | $2,468-3.1% | $2,381+0.5% |
| Participant deferral / active EE | $1,687 | $2,968-43.2% | $3,686-54.2% | $3,470-51.4% |
| Admin fee / account holder | $148 | $5,417-97.3% | $6,521-97.7% | $4,887-97.0% |