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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,672 | $62,583+83.2% | $76,767+49.4% | $64,173+78.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -7.18% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,068 | $1,832+12.9% | $2,485-16.8% | $2,381-13.2% |
| Participant deferral / active EE | $4,482 | $3,145+42.5% | $3,852+16.4% | $3,470+29.2% |
| Admin fee / account holder | $32 | $4,667-99.3% | $6,675-99.5% | $4,887-99.3% |