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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,419 | $87,544-8.1% | $75,784+6.1% | $125,388-35.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.87% | 13.49%-14.4pp | 9.68%-10.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,663 | $3,930-32.3% | $3,323-19.9% | $4,866-45.3% |
| Participant deferral / active EE | $1,972 | $4,229-53.4% | $3,652-46.0% | $5,352-63.2% |
| Admin fee / account holder | $13 | $6,502-99.8% | $5,300-99.8% | $9,541-99.9% |