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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,803 | $49,471+51.2% | $79,583-6.0% | $66,949+11.7% |
| Participation rate | 75.7% | 61.4%+14.3pp | 69.5%+6.2pp | 69.8%+5.9pp |
| Annual return | -14.98% | 84.30%-99.3pp | 0.16%-15.1pp | 1.57%-16.5pp |
| Employer contribution / active EE | $868 | $1,266-31.4% | $2,414-64.0% | $2,545-65.9% |
| Participant deferral / active EE | $4,464 | $3,160+41.3% | $3,986+12.0% | $4,239+5.3% |
| Admin fee / account holder | $73 | $595-87.7% | $6,835-98.9% | $594-87.7% |