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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,131 | $62,583+32.8% | $76,767+8.3% | $64,173+29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.78% | -1.95%+0.2pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,078 | $1,832+13.4% | $2,485-16.4% | $2,381-12.7% |
| Participant deferral / active EE | $2,924 | $3,145-7.0% | $3,852-24.1% | $3,470-15.7% |
| Admin fee / account holder | $165 | $4,667-96.5% | $6,675-97.5% | $4,887-96.6% |