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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,984 | $113,941-35.9% | $94,229-22.5% | $125,389-41.8% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.02% | 5.29%-6.3pp | 10.68%-11.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,085 | $4,727-77.0% | $3,587-69.8% | $4,866-77.7% |
| Participant deferral / active EE | $3,326 | $5,179-35.8% | $4,320-23.0% | $5,352-37.8% |
| Admin fee / account holder | $59 | $8,392-99.3% | $6,269-99.1% | $9,541-99.4% |