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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,708 | $87,546-13.5% | $75,784-0.1% | $125,389-39.6% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -1.19% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,617 | $3,930-58.9% | $3,323-51.3% | $4,866-66.8% |
| Participant deferral / active EE | $4,344 | $4,230+2.7% | $3,652+19.0% | $5,352-18.8% |
| Admin fee / account holder | $147 | $6,503-97.7% | $5,300-97.2% | $9,541-98.5% |