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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,857 | $50,947-2.1% | $74,551-33.1% | $64,173-22.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.82% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,960 | $1,115+344.7% | $1,961+152.9% | $2,381+108.3% |
| Participant deferral / active EE | $3,312 | $2,302+43.9% | $3,108+6.5% | $3,470-4.6% |
| Admin fee / account holder | $151 | $4,221-96.4% | $5,059-97.0% | $4,887-96.9% |