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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,665 | $131,835-40.3% | $108,582-27.6% | $273,972-71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.25% | -91.57%+100.8pp | -51.70%+61.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,816 | $4,913-22.3% | $3,758+1.5% | $4,869-21.6% |
| Participant deferral / active EE | $5,665 | $5,127+10.5% | $4,311+31.4% | $5,287+7.2% |
| Admin fee / account holder | $266 | $10,253-97.4% | $7,645-96.5% | $10,133-97.4% |