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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,448 | $42,909+24.6% | $60,906-12.2% | $68,486-22.0% |
| Participation rate | 91.4% | 66.8%+24.6pp | 73.1%+18.3pp | 67.9%+23.5pp |
| Annual return | -13.65% | -13.99%+0.3pp | 16.94%-30.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,806 | $1,979+41.8% | $2,703+3.8% | $2,597+8.1% |
| Participant deferral / active EE | $5,194 | $2,866+81.2% | $3,814+36.2% | $4,028+29.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |