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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,398 | $64,706-2.0% | $112,244-43.5% | $68,498-7.4% |
| Participation rate | 99.0% | 67.1%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | 6.01% | -11.40%+17.4pp | 27.46%-21.4pp | -7.84%+13.9pp |
| Employer contribution / active EE | $5,566 | $2,746+102.7% | $3,635+53.1% | $2,596+114.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $49 | $5,231-99.1% | $6,411-99.2% | $5,403-99.1% |