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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,869 | $69,977-10.2% | $108,582-42.1% | $62,8810% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.52% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,830 | $2,135+79.4% | $3,758+1.9% | $2,281+67.9% |
| Participant deferral / active EE | $4,744 | $3,165+49.9% | $4,311+10.0% | $3,203+48.1% |
| Admin fee / account holder | $246 | $5,076-95.2% | $7,645-96.8% | $4,296-94.3% |