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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,616 | $211,946-49.7% | $169,452-37.1% | $135,379-21.2% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -4.43% | 3.26%-7.7pp | 1.83%-6.3pp | 519.79%-524.2pp |
| Employer contribution / active EE | $4,820 | $5,117-5.8% | $4,157+15.9% | $4,779+0.9% |
| Participant deferral / active EE | $6,625 | $6,075+9.0% | $5,277+25.5% | $5,609+18.1% |
| Admin fee / account holder | $11 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |