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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,579 | $40,275+28.1% | $57,356-10.1% | $59,633-13.5% |
| Participation rate | 93.3% | 69.1%+24.2pp | 75.1%+18.3pp | 68.7%+24.7pp |
| Annual return | -1.99% | 27.52%-29.5pp | 24.41%-26.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $5,788 | $1,921+201.2% | $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 | $2,820-101.2% | $3,357-101.0% | $4,297-100.8% |