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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,739 | $107,806+12.9% | $90,655+34.3% | $135,382-10.1% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -6.50% | -0.90%-5.6pp | 1.89%-8.4pp | 519.77%-526.3pp |
| Employer contribution / active EE | $7,966 | $3,018+164.0% | $2,532+214.6% | $4,779+66.7% |
| Participant deferral / active EE | $4,577 | $3,872+18.2% | $3,425+33.7% | $5,609-18.4% |
| Admin fee / account holder | $65 | $5,931-98.9% | $4,994-98.7% | $10,829-99.4% |