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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,252 | $211,946-17.8% | $169,452+2.8% | $135,380+28.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.45% | 3.26%-9.7pp | 1.83%-8.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,576 | $5,117-30.1% | $4,157-14.0% | $4,779-25.2% |
| Participant deferral / active EE | $7,755 | $6,075+27.6% | $5,277+47.0% | $5,609+38.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |