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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,150 | $49,177+16.2% | $79,467-28.1% | $64,173-10.9% |
| Participation rate | 78.0% | 65.0%+13.0pp | 73.3%+4.7pp | 69.6%+8.4pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.30%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,308 | $2,076+11.2% | $2,800-17.6% | $2,381-3.1% |
| Participant deferral / active EE | $4,067 | $2,821+44.2% | $3,704+9.8% | $3,470+17.2% |
| Admin fee / account holder | $57 | $3,839-98.5% | $5,104-98.9% | $4,887-98.8% |