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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,727 | $131,835-60.8% | $108,582-52.4% | $273,972-81.1% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 5.06% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,751 | $4,913+118.8% | $3,758+186.1% | $4,869+120.8% |
| Participant deferral / active EE | $7,416 | $5,127+44.6% | $4,311+72.0% | $5,287+40.3% |
| Admin fee / account holder | $89 | $10,253-99.1% | $7,645-98.8% | $10,133-99.1% |