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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,736 | $87,544-69.5% | $75,784-64.7% | $125,388-78.7% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -1.80% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,132 | $3,930-20.3% | $3,323-5.8% | $4,866-35.6% |
| Participant deferral / active EE | $6,568 | $4,229+55.3% | $3,652+79.9% | $5,352+22.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |