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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,192 | $64,729-11.6% | $112,263-49.1% | $68,490-16.5% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | 2.29% | -11.40%+13.7pp | 27.49%-25.2pp | -7.85%+10.1pp |
| Employer contribution / active EE | $1,506 | $2,746-45.1% | $3,636-58.6% | $2,597-42.0% |
| Participant deferral / active EE | $2,526 | $3,566-29.2% | $4,729-46.6% | $4,028-37.3% |
| Admin fee / account holder | $143 | $5,222-97.3% | $6,410-97.8% | $5,403-97.4% |