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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,550 | $53,162+27.1% | $91,227-26.0% | $68,490-1.4% |
| Participation rate | 84.4% | 63.2%+21.2pp | 73.2%+11.2pp | 67.9%+16.5pp |
| Annual return | -13.02% | -3.14%-9.9pp | 114.14%-127.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,750 | $1,709+2.4% | $2,851-38.6% | $2,597-32.6% |
| Participant deferral / active EE | $4,613 | $2,974+55.1% | $4,234+8.9% | $4,028+14.5% |
| Admin fee / account holder | $97 | $4,493-97.8% | $5,423-98.2% | $5,403-98.2% |