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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,612 | $54,162+52.5% | $68,612+20.4% | $64,173+28.7% |
| Participation rate | 87.8% | 68.1%+19.8pp | 72.2%+15.6pp | 69.6%+18.2pp |
| Annual return | -5.88% | -1.62%-4.3pp | -4.63%-1.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,931 | $1,846+58.8% | $2,625+11.7% | $2,381+23.1% |
| Participant deferral / active EE | $3,781 | $2,626+44.0% | $3,311+14.2% | $3,470+9.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |