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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,053 | $64,311+7.4% | $57,356+20.4% | $125,389-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.78% | 25.14%-24.4pp | 24.41%-23.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,185 | $3,193-0.3% | $2,689+18.4% | $4,866-34.6% |
| Participant deferral / active EE | $9,197 | $3,846+139.1% | $3,162+190.9% | $5,352+71.9% |
| Admin fee / account holder | $252 | $5,243-95.2% | $3,357-92.5% | $9,541-97.4% |