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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,463 | $131,835-46.6% | $108,582-35.1% | $273,972-74.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.12% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,381 | $4,913-71.9% | $3,758-63.2% | $4,869-71.6% |
| Participant deferral / active EE | $4,993 | $5,127-2.6% | $4,311+15.8% | $5,287-5.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |