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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,396 | $131,835-12.5% | $108,582+6.3% | $273,972-57.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.08% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,083 | $4,913-77.9% | $3,758-71.2% | $4,869-77.7% |
| Participant deferral / active EE | $3,034 | $5,127-40.8% | $4,311-29.6% | $5,287-42.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |