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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,702 | $91,911-12.2% | $68,612+17.6% | $135,380-40.4% |
| Participation rate | 90.9% | 76.7%+14.2pp | 72.2%+18.7pp | 82.6%+8.3pp |
| Annual return | -4.54% | -8.22%+3.7pp | -4.63%+0.1pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,760 | $3,924+123.3% | $2,625+233.7% | $4,779+83.3% |
| Participant deferral / active EE | $3,870 | $4,315-10.3% | $3,311+16.9% | $5,609-31.0% |
| Admin fee / account holder | $57 | $9,240-99.4% | $5,131-98.9% | $10,828-99.5% |