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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,787 | $131,835-16.7% | $108,582+1.1% | $273,972-59.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 7.60% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,825 | $5,127-5.9% | $4,311+11.9% | $5,287-8.7% |
| Admin fee / account holder | $125 | $10,253-98.8% | $7,645-98.4% | $10,133-98.8% |