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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,320 | $62,589+37.9% | $76,768+12.4% | $64,173+34.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,202 | $1,832+20.2% | $2,485-11.4% | $2,381-7.5% |
| Participant deferral / active EE | $5,399 | $3,145+71.7% | $3,852+40.2% | $3,470+55.6% |
| Admin fee / account holder | $236 | $4,667-94.9% | $6,675-96.5% | $4,887-95.2% |