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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,269 | $43,344+4.4% | $59,899-24.4% | $64,173-29.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.93% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,022 | $2,030+48.9% | $2,723+11.0% | $2,381+26.9% |
| Participant deferral / active EE | $4,514 | $2,547+77.2% | $3,402+32.7% | $3,470+30.1% |
| Admin fee / account holder | $120 | $3,008-96.0% | $3,592-96.7% | $4,887-97.5% |