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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,619 | $127,386-60.3% | $115,037-56.0% | $125,388-59.6% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.47% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,756 | $5,166-66.0% | $4,608-61.9% | $4,866-63.9% |
| Participant deferral / active EE | $4,652 | $6,423-27.6% | $6,026-22.8% | $5,352-13.1% |
| Admin fee / account holder | $44 | $9,516-99.5% | $8,175-99.5% | $9,541-99.5% |