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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,463 | $63,953+0.8% | $54,726+17.8% | $135,382-52.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -5.27% | -5.77%+0.5pp | -4.56%-0.7pp | 519.77%-525.0pp |
| Employer contribution / active EE | $4,881 | $4,256+14.7% | $3,449+41.5% | $4,779+2.1% |
| Participant deferral / active EE | $2,982 | $4,810-38.0% | $3,953-24.6% | $5,609-46.8% |
| Admin fee / account holder | $131 | $4,567-97.1% | $3,818-96.6% | $10,829-98.8% |