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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,617 | $77,817+8.7% | $123,553-31.5% | $64,173+31.9% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -1.87% | 12.49%-14.4pp | 119.21%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,063 | $3,014+34.8% | $4,628-12.2% | $2,381+70.6% |
| Participant deferral / active EE | $6,445 | $5,240+23.0% | $6,426+0.3% | $3,470+85.8% |
| Admin fee / account holder | $270 | $5,519-95.1% | $9,284-97.1% | $4,887-94.5% |