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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,995 | $131,835-27.2% | $108,582-11.6% | $273,972-65.0% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 6.13% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,222 | $4,913+26.6% | $3,758+65.5% | $4,869+27.8% |
| Participant deferral / active EE | $3,803 | $5,127-25.8% | $4,311-11.8% | $5,287-28.1% |
| Admin fee / account holder | $5 | $10,253-100.0% | $7,645-99.9% | $10,133-100.0% |