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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,557 | $56,339+11.0% | $104,299-40.0% | $68,490-8.7% |
| Participation rate | 87.5% | 63.3%+24.2pp | 73.3%+14.2pp | 67.9%+19.6pp |
| Annual return | -12.10% | -9.19%-2.9pp | 24.62%-36.7pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,137 | $1,960+9.0% | $3,373-36.6% | $2,597-17.7% |
| Participant deferral / active EE | $3,992 | $3,077+29.7% | $4,626-13.7% | $4,028-0.9% |
| Admin fee / account holder | $6 | $4,902-99.9% | $7,339-99.9% | $5,403-99.9% |