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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,261 | $77,816-5.9% | $123,549-40.7% | $64,181+14.1% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -6.63% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $838 | $3,014-72.2% | $4,628-81.9% | $2,381-64.8% |
| Participant deferral / active EE | $8,884 | $5,240+69.5% | $6,426+38.3% | $3,470+156.1% |
| Admin fee / account holder | $207 | $5,519-96.3% | $9,284-97.8% | $4,887-95.8% |