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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,975 | $58,600+26.2% | $83,327-11.2% | $64,173+15.3% |
| Participation rate | 91.8% | 72.0%+19.8pp | 77.8%+14.1pp | 69.6%+22.3pp |
| Annual return | -6.14% | 9.66%-15.8pp | 10.64%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,692 | $2,098+218.9% | $3,379+98.0% | $2,381+181.1% |
| Participant deferral / active EE | $4,437 | $4,656-4.7% | $5,565-20.3% | $3,470+27.9% |
| Admin fee / account holder | $274 | $9,282-97.0% | $7,540-96.4% | $4,887-94.4% |