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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,901 | $78,694-3.5% | $67,652+12.2% | $125,389-39.5% |
| Participation rate | 78.9% | 78.8%+0.1pp | 75.7%+3.3pp | 83.2%-4.2pp |
| Annual return | -0.79% | 9.46%-10.2pp | 6625.40%-6626.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $821 | $3,044-73.0% | $2,266-63.8% | $4,866-83.1% |
| Participant deferral / active EE | $2,906 | $4,292-32.3% | $3,560-18.4% | $5,352-45.7% |
| Admin fee / account holder | $157 | $7,403-97.9% | $4,821-96.7% | $9,541-98.4% |