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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,938 | $83,908+2.4% | $68,509+25.4% | $125,389-31.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | -1.09% | 14.48%-15.6pp | 8.27%-9.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,845 | $3,031-6.1% | $2,278+24.9% | $4,866-41.5% |
| Participant deferral / active EE | $4,760 | $4,125+15.4% | $3,382+40.7% | $5,352-11.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |