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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,709 | $52,306-54.7% | $69,779-66.0% | $62,881-62.3% |
| Participation rate | 73.1% | 67.2%+5.8pp | 71.8%+1.3pp | 69.3%+3.8pp |
| Annual return | 6.80% | 13.35%-6.6pp | 12.99%-6.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,585 | $2,395+7.9% | $2,931-11.8% | $3,203-19.3% |
| Admin fee / account holder | $202 | $3,691-94.5% | $4,381-95.4% | $4,296-95.3% |