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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,640 | $131,835-21.4% | $108,582-4.6% | $273,972-62.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 5.96% | -91.57%+97.5pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,861 | $4,913-21.4% | $3,758+2.7% | $4,869-20.7% |
| Participant deferral / active EE | $9,717 | $5,127+89.5% | $4,311+125.4% | $5,287+83.8% |
| Admin fee / account holder | $247 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |