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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,099 | $61,660+8.8% | $80,022-16.1% | $64,173+4.6% |
| Participation rate | 92.9% | 71.7%+21.2pp | 75.8%+17.0pp | 69.6%+23.3pp |
| Annual return | -4.32% | -0.33%-4.0pp | 11.22%-15.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,565 | $1,810-13.6% | $2,468-36.6% | $2,381-34.3% |
| Participant deferral / active EE | $2,755 | $2,968-7.2% | $3,686-25.3% | $3,470-20.6% |
| Admin fee / account holder | $252 | $5,417-95.4% | $6,521-96.1% | $4,887-94.9% |