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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,193 | $62,583+90.5% | $76,767+55.3% | $64,173+85.7% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | -6.53% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $662 | $1,832-63.8% | $2,485-73.3% | $2,381-72.2% |
| Participant deferral / active EE | $4,478 | $3,145+42.4% | $3,852+16.3% | $3,470+29.1% |
| Admin fee / account holder | $144 | $4,667-96.9% | $6,675-97.8% | $4,887-97.0% |