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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,326 | $71,878+7.6% | $86,698-10.8% | $68,486+12.9% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -4.72% | 3.53%-8.3pp | 35.95%-40.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $3,245 | $2,173+49.3% | $2,837+14.4% | $2,597+25.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $40 | $6,113-99.3% | $7,493-99.5% | $5,404-99.3% |