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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,743 | $62,589+5.0% | $76,768-14.4% | $64,173+2.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -5.90% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,420 | $1,832+32.1% | $2,485-2.6% | $2,381+1.7% |
| Participant deferral / active EE | $4,293 | $3,145+36.5% | $3,852+11.5% | $3,470+23.7% |
| Admin fee / account holder | $54 | $4,667-98.8% | $6,675-99.2% | $4,887-98.9% |