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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,337 | $74,706-1.8% | $75,731-3.2% | $79,389-7.6% |
| Participation rate | 87.0% | 75.3%+11.6pp | 74.8%+12.1pp | 70.7%+16.2pp |
| Annual return | 14.10% | 18.52%-4.4pp | 104.65%-90.5pp | 116.89%-102.8pp |
| Employer contribution / active EE | $7,236 | $2,590+179.4% | $2,743+163.8% | $2,428+198.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |