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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,902 | $67,411+0.7% | $91,004-25.4% | $70,126-3.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 21.81% | -40.16%+62.0pp | 4.60%+17.2pp | 73.15%-51.3pp |
| Employer contribution / active EE | $2,661 | $1,786+49.0% | $2,456+8.3% | $2,343+13.6% |
| Participant deferral / active EE | $5,451 | $2,823+93.1% | $3,548+53.6% | $3,332+63.6% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |