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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,579 | $40,263+28.1% | $57,347-10.1% | $59,632-13.5% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.2pp | 68.7%+24.7pp |
| Annual return | -1.99% | 27.50%-29.5pp | 24.40%-26.4pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $5,788 | $1,922+201.1% | $2,689+115.3% | $2,203+162.8% |
| Participant deferral / active EE | $3,259 | $2,400+35.8% | $3,162+3.1% | $3,192+2.1% |
| Admin fee / account holder | -$34 | $2,819-101.2% | $3,356-101.0% | $4,297-100.8% |