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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,448 | $39,132-29.9% | $57,196-52.0% | $62,881-56.3% |
| Participation rate | 76.6% | 70.5%+6.1pp | 75.3%+1.3pp | 69.3%+7.3pp |
| Annual return | 8.50% | 9.24%-0.7pp | 14.59%-6.1pp | 20.14%-11.6pp |
| Employer contribution / active EE | $740 | $1,874-60.5% | $2,683-72.4% | $2,281-67.6% |
| Participant deferral / active EE | $2,189 | $2,374-7.8% | $3,096-29.3% | $3,203-31.7% |
| Admin fee / account holder | $35 | $2,594-98.6% | $3,141-98.9% | $4,296-99.2% |