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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,432 | $131,835-65.5% | $108,582-58.2% | $273,972-83.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,641 | $4,913-5.5% | $3,758+23.5% | $4,869-4.7% |
| Participant deferral / active EE | $5,899 | $5,127+15.0% | $4,311+36.8% | $5,287+11.6% |
| Admin fee / account holder | $1 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |