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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,865 | $43,344+1.2% | $59,899-26.8% | $64,173-31.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.71% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,246 | $2,030+109.2% | $2,723+56.0% | $2,381+78.4% |
| Participant deferral / active EE | $2,662 | $2,547+4.5% | $3,402-21.8% | $3,470-23.3% |
| Admin fee / account holder | $184 | $3,008-93.9% | $3,592-94.9% | $4,887-96.2% |