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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,072 | $43,338+114.8% | $59,887+55.4% | $64,173+45.0% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | -3.83% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,015 | $2,030-0.7% | $2,722-26.0% | $2,381-15.4% |
| Participant deferral / active EE | $2,617 | $2,547+2.7% | $3,402-23.1% | $3,470-24.6% |
| Admin fee / account holder | $265 | $3,007-91.2% | $3,591-92.6% | $4,887-94.6% |