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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,557 | $58,577-1.7% | $83,323-30.9% | $64,181-10.3% |
| Participation rate | 85.2% | 72.0%+13.2pp | 77.8%+7.4pp | 69.6%+15.6pp |
| Annual return | -7.39% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,971 | $2,098-6.1% | $3,379-41.7% | $2,381-17.2% |
| Participant deferral / active EE | $10,052 | $4,654+116.0% | $5,565+80.6% | $3,470+189.7% |
| Admin fee / account holder | $28 | $9,275-99.7% | $7,539-99.6% | $4,887-99.4% |