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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,173 | $140,592-50.8% | $123,106-43.8% | $125,388-44.8% |
| Participation rate | 92.9% | 88.2%+4.7pp | 86.8%+6.1pp | 83.2%+9.7pp |
| Annual return | -2.50% | 16.80%-19.3pp | 13.22%-15.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $8,602 | $6,041+42.4% | $5,151+67.0% | $4,866+76.8% |
| Participant deferral / active EE | $14,237 | $6,980+104.0% | $6,229+128.5% | $5,352+166.0% |
| Admin fee / account holder | $190 | $11,198-98.3% | $9,015-97.9% | $9,541-98.0% |