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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $43,338+6.3% | $59,887-23.1% | $64,173-28.2% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | -2.60% | -1.55%-1.0pp | 3.46%-6.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,062 | $2,030+50.8% | $2,722+12.5% | $2,381+28.6% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |