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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,296 | $65,125-1.3% | $143,797-55.3% | $66,949-4.0% |
| Participation rate | 80.5% | 65.2%+15.3pp | 80.3%+0.2pp | 69.8%+10.7pp |
| Annual return | -7.98% | -11.13%+3.1pp | -0.04%-7.9pp | 1.57%-9.6pp |
| Employer contribution / active EE | $1,631 | $2,362-31.0% | $4,952-67.1% | $2,545-35.9% |
| Participant deferral / active EE | $3,687 | $2,920+26.3% | $5,638-34.6% | $4,239-13.0% |
| Admin fee / account holder | $15 | $503-97.1% | $14,679-99.9% | $594-97.5% |