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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,929 | $131,835-54.5% | $108,582-44.8% | $273,972-78.1% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 5.56% | -91.57%+97.1pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,601 | $4,913-6.3% | $3,758+22.4% | $4,869-5.5% |
| Participant deferral / active EE | $8,144 | $5,127+58.8% | $4,311+88.9% | $5,287+54.0% |
| Admin fee / account holder | $154 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |