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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,165 | $60,989+8.5% | $60,919+8.6% | $66,949-1.2% |
| Participation rate | 96.1% | 74.5%+21.6pp | 73.1%+23.0pp | 69.8%+26.3pp |
| Annual return | -14.76% | -9.60%-5.2pp | 16.96%-31.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $3,784 | $2,661+42.2% | $2,704+39.9% | $2,545+48.6% |
| Participant deferral / active EE | $5,137 | $3,615+42.1% | $3,814+34.7% | $4,239+21.2% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |