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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,797 | $50,947+56.6% | $74,551+7.0% | $64,173+24.3% |
| Participation rate | 78.9% | 61.1%+17.9pp | 69.1%+9.8pp | 69.6%+9.4pp |
| Annual return | -4.20% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,759 | $1,115+57.7% | $1,961-10.3% | $2,381-26.1% |
| Participant deferral / active EE | $3,562 | $2,302+54.8% | $3,108+14.6% | $3,470+2.7% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |