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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,565 | $131,835-45.0% | $108,582-33.2% | $273,972-73.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 9.22% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,425 | $4,913-50.6% | $3,758-35.5% | $4,869-50.2% |
| Participant deferral / active EE | $8,004 | $5,127+56.1% | $4,311+85.7% | $5,287+51.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |