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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,965 | $61,660-38.4% | $80,022-52.6% | $64,173-40.8% |
| Participation rate | 97.1% | 71.7%+25.5pp | 75.8%+21.3pp | 69.6%+27.6pp |
| Annual return | -2.82% | -0.33%-2.5pp | 11.22%-14.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,020 | $1,810+66.8% | $2,468+22.4% | $2,381+26.8% |
| Participant deferral / active EE | $5,312 | $2,968+79.0% | $3,686+44.1% | $3,470+53.1% |
| Admin fee / account holder | $81 | $5,417-98.5% | $6,521-98.8% | $4,887-98.4% |