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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,871 | $87,546-0.8% | $75,784+14.6% | $125,389-30.7% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -2.06% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,995 | $3,930+1.7% | $3,323+20.2% | $4,866-17.9% |
| Participant deferral / active EE | $4,656 | $4,230+10.1% | $3,652+27.5% | $5,352-13.0% |
| Admin fee / account holder | $11 | $6,503-99.8% | $5,300-99.8% | $9,541-99.9% |