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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,884 | $61,660+18.2% | $80,022-8.9% | $64,173+13.6% |
| Participation rate | 86.7% | 71.7%+15.0pp | 75.8%+10.8pp | 69.6%+17.1pp |
| Annual return | -4.84% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,567 | $1,810+97.0% | $2,468+44.5% | $2,381+49.8% |
| Participant deferral / active EE | $4,101 | $2,968+38.2% | $3,686+11.3% | $3,470+18.2% |
| Admin fee / account holder | $26 | $5,417-99.5% | $6,521-99.6% | $4,887-99.5% |