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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,641 | $131,835-73.0% | $108,582-67.2% | $273,972-87.0% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.6%-6.2pp | 83.0%-9.7pp |
| Annual return | 4.05% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,484 | $4,913-69.8% | $3,758-60.5% | $4,869-69.5% |
| Participant deferral / active EE | $2,530 | $5,127-50.7% | $4,311-41.3% | $5,287-52.2% |
| Admin fee / account holder | $14 | $10,253-99.9% | $7,645-99.8% | $10,133-99.9% |