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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,657 | $42,910+29.7% | $60,919-8.6% | $68,490-18.7% |
| Participation rate | 78.2% | 66.8%+11.4pp | 73.1%+5.1pp | 67.9%+10.3pp |
| Annual return | -11.82% | -13.99%+2.2pp | 16.96%-28.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,018 | $1,978+2.0% | $2,704-25.4% | $2,597-22.3% |
| Participant deferral / active EE | $2,785 | $2,866-2.8% | $3,814-27.0% | $4,028-30.9% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |