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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,672 | $92,219-21.2% | $76,768-5.3% | $135,379-46.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,948 | $3,216-39.4% | $2,485-21.6% | $4,779-59.2% |
| Participant deferral / active EE | $5,770 | $4,508+28.0% | $3,852+49.8% | $5,609+2.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |