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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,772 | $127,096-13.6% | $105,736+3.8% | $135,380-18.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 13.66% | 4.49%+9.2pp | 6.27%+7.4pp | 519.81%-506.1pp |
| Employer contribution / active EE | $3,181 | $4,107-22.5% | $3,268-2.7% | $4,779-33.4% |
| Participant deferral / active EE | $7,432 | $5,064+46.8% | $4,080+82.2% | $5,609+32.5% |
| Admin fee / account holder | $5 | $9,087-99.9% | $6,913-99.9% | $10,828-100.0% |