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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,695 | $77,817-54.1% | $123,553-71.1% | $64,173-44.4% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -7.04% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,223 | $3,014+6.9% | $4,628-30.4% | $2,381+35.4% |
| Participant deferral / active EE | $5,744 | $5,240+9.6% | $6,426-10.6% | $3,470+65.6% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |