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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,720 | $167,362-33.8% | $143,799-23.0% | $134,532-17.7% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -10.48% | 0.47%-11.0pp | -0.04%-10.4pp | 418.27%-428.8pp |
| Employer contribution / active EE | $6,242 | $5,620+11.1% | $4,952+26.1% | $4,741+31.7% |
| Participant deferral / active EE | $4,769 | $6,447-26.0% | $5,638-15.4% | $6,401-25.5% |
| Admin fee / account holder | $183 | $18,094-99.0% | $14,677-98.8% | $11,429-98.4% |