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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,927 | $53,596+51.0% | $90,657-10.7% | $64,173+26.1% |
| Participation rate | 81.5% | 64.5%+17.0pp | 74.0%+7.5pp | 69.6%+11.9pp |
| Annual return | -6.29% | 4.41%-10.7pp | 1.89%-8.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,592 | $1,503+72.4% | $2,532+2.4% | $2,381+8.9% |
| Participant deferral / active EE | $5,554 | $2,459+125.9% | $3,424+62.2% | $3,470+60.1% |
| Admin fee / account holder | $2 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |