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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,348 | $52,678+24.1% | $75,784-13.8% | $59,633+9.6% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | -1.60% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,667 | $2,193-24.0% | $3,323-49.9% | $2,203-24.3% |
| Participant deferral / active EE | $3,047 | $2,591+17.6% | $3,652-16.5% | $3,192-4.5% |
| Admin fee / account holder | $14 | $3,610-99.6% | $5,300-99.7% | $4,297-99.7% |