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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,895 | $77,817+4.0% | $123,553-34.5% | $64,173+26.1% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -6.88% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,906 | $3,014-36.8% | $4,628-58.8% | $2,381-20.0% |
| Participant deferral / active EE | $7,844 | $5,240+49.7% | $6,426+22.1% | $3,470+126.1% |
| Admin fee / account holder | $94 | $5,519-98.3% | $9,284-99.0% | $4,887-98.1% |