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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,193 | $52,836+4.5% | $105,736-47.8% | $64,173-14.0% |
| Participation rate | 96.6% | 66.5%+30.0pp | 76.3%+20.2pp | 69.6%+27.0pp |
| Annual return | -2.66% | 14.30%-17.0pp | 6.27%-8.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,996 | $1,827+228.2% | $3,268+83.5% | $2,381+151.9% |
| Participant deferral / active EE | $6,806 | $2,545+167.4% | $4,080+66.8% | $3,470+96.2% |
| Admin fee / account holder | $203 | $3,959-94.9% | $6,913-97.1% | $4,887-95.8% |