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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,073 | $99,032-27.2% | $80,022-9.9% | $135,382-46.8% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -6.92% | 15.39%-22.3pp | 11.22%-18.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $3,770 | $3,043+23.9% | $2,468+52.8% | $4,779-21.1% |
| Participant deferral / active EE | $6,286 | $4,282+46.8% | $3,686+70.5% | $5,609+12.1% |
| Admin fee / account holder | $267 | $10,436-97.4% | $6,521-95.9% | $10,829-97.5% |