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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,869 | $152,651-54.9% | $105,218-34.5% | $125,388-45.1% |
| Participation rate | 83.3% | 81.5%+1.8pp | 77.2%+6.1pp | 83.2%+0.1pp |
| Annual return | -2.25% | 8.24%-10.5pp | 5.33%-7.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,688 | $4,802-44.0% | $3,255-17.4% | $4,866-44.8% |
| Participant deferral / active EE | $3,568 | $6,660-46.4% | $4,867-26.7% | $5,352-33.3% |
| Admin fee / account holder | $185 | $14,248-98.7% | $6,992-97.4% | $9,541-98.1% |