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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $131,835-76.2% | $108,582-71.1% | $273,972-88.5% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 10.60% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,203 | $4,913-75.5% | $3,758-68.0% | $4,869-75.3% |
| Participant deferral / active EE | $3,424 | $5,127-33.2% | $4,311-20.6% | $5,287-35.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |