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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,433 | $50,958+50.0% | $74,552+2.5% | $64,181+19.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,118 | $1,115+269.2% | $1,961+110.0% | $2,381+73.0% |
| Participant deferral / active EE | $4,486 | $2,301+94.9% | $3,108+44.3% | $3,470+29.3% |
| Admin fee / account holder | $69 | $4,223-98.4% | $5,060-98.6% | $4,887-98.6% |