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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,371 | $127,387-54.2% | $115,038-49.3% | $125,389-53.4% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -2.41% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,740 | $5,166-27.6% | $4,608-18.8% | $4,866-23.1% |
| Participant deferral / active EE | $15,902 | $6,423+147.6% | $6,026+163.9% | $5,352+197.1% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |