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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,599 | $97,020+24.3% | $83,327+44.7% | $135,380-10.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -1.33% | 12.31%-13.6pp | 10.64%-12.0pp | 519.81%-521.1pp |
| Employer contribution / active EE | $562 | $4,144-86.4% | $3,379-83.4% | $4,779-88.2% |
| Participant deferral / active EE | $2,876 | $5,964-51.8% | $5,565-48.3% | $5,609-48.7% |
| Admin fee / account holder | $166 | $8,426-98.0% | $7,540-97.8% | $10,828-98.5% |