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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,216 | $127,387-22.9% | $115,038-14.6% | $125,389-21.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.75% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,342 | $5,166-74.0% | $4,608-70.9% | $4,866-72.4% |
| Participant deferral / active EE | $4,400 | $6,423-31.5% | $6,026-27.0% | $5,352-17.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |