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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,011 | $62,583-44.1% | $76,767-54.4% | $64,173-45.4% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+2.0pp | 69.6%+9.4pp |
| Annual return | -6.33% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,465 | $1,832+89.1% | $2,485+39.4% | $2,381+45.5% |
| Participant deferral / active EE | $8,091 | $3,145+157.3% | $3,852+110.1% | $3,470+133.2% |
| Admin fee / account holder | $2 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |