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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,192 | $107,806-21.9% | $90,655-7.1% | $135,382-37.8% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -7.20% | -0.90%-6.3pp | 1.89%-9.1pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,765 | $3,018-8.4% | $2,532+9.2% | $4,779-42.1% |
| Participant deferral / active EE | $5,527 | $3,872+42.7% | $3,425+61.4% | $5,609-1.5% |
| Admin fee / account holder | $77 | $5,931-98.7% | $4,994-98.5% | $10,829-99.3% |