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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,528 | $131,835-12.4% | $108,582+6.4% | $273,972-57.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.37% | -91.57%+96.9pp | -51.70%+57.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,464 | $4,913-70.2% | $3,758-61.1% | $4,869-69.9% |
| Participant deferral / active EE | $4,566 | $5,127-10.9% | $4,311+5.9% | $5,287-13.6% |
| Admin fee / account holder | $203 | $10,253-98.0% | $7,645-97.3% | $10,133-98.0% |