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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,973 | $127,387-66.3% | $115,038-62.6% | $125,389-65.7% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,688 | $5,166-28.6% | $4,608-20.0% | $4,866-24.2% |
| Participant deferral / active EE | $10,379 | $6,423+61.6% | $6,026+72.2% | $5,352+93.9% |
| Admin fee / account holder | $259 | $9,516-97.3% | $8,175-96.8% | $9,541-97.3% |