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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,506 | $131,829-63.2% | $108,579-55.3% | $273,968-82.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 8.11% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,950 | $4,912-60.3% | $3,758-48.1% | $4,869-59.9% |
| Participant deferral / active EE | $3,079 | $5,127-39.9% | $4,311-28.6% | $5,287-41.8% |
| Admin fee / account holder | $239 | $10,252-97.7% | $7,645-96.9% | $10,132-97.6% |