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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,178 | $60,989+11.8% | $60,899+12.0% | $66,930+1.9% |
| Participation rate | 94.9% | 74.5%+20.4pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -13.74% | -9.60%-4.1pp | 16.92%-30.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $2,170 | $2,661-18.5% | $2,702-19.7% | $2,545-14.7% |
| Participant deferral / active EE | $3,050 | $3,615-15.6% | $3,817-20.1% | $4,238-28.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |