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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,029 | $71,873+11.3% | $86,698-7.7% | $68,490+16.8% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -17.08% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,435 | $2,173+12.0% | $2,837-14.2% | $2,597-6.2% |
| Participant deferral / active EE | $7,160 | $3,779+89.4% | $4,656+53.8% | $4,028+77.8% |
| Admin fee / account holder | $144 | $6,110-97.6% | $7,492-98.1% | $5,403-97.3% |