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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,174 | $131,835-46.0% | $108,582-34.5% | $273,972-74.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 13.05% | -91.57%+104.6pp | -51.70%+64.7pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,518 | $4,913-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $4,496 | $5,127-12.3% | $4,311+4.3% | $5,287-15.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |