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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,318 | $131,835-71.7% | $108,582-65.6% | $273,972-86.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.03% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,712 | $4,913+16.3% | $3,758+52.0% | $4,869+17.3% |
| Participant deferral / active EE | $4,115 | $5,127-19.8% | $4,311-4.6% | $5,287-22.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |