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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,292 | $102,661-29.6% | $151,639-52.3% | $66,938+8.0% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | -11.78% | -10.81%-1.0pp | 3.34%-15.1pp | 1.58%-13.4pp |
| Employer contribution / active EE | $5,619 | $4,184+34.3% | $6,165-8.8% | $2,545+120.8% |
| Participant deferral / active EE | $9,229 | $6,645+38.9% | $8,363+10.4% | $4,238+117.8% |
| Admin fee / account holder | $70 | $630-88.8% | $11,613-99.4% | $594-88.1% |