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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,747 | $77,816-15.5% | $123,549-46.8% | $64,181+2.4% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -8.09% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,509 | $3,014-16.7% | $4,628-45.8% | $2,381+5.4% |
| Participant deferral / active EE | $5,472 | $5,240+4.4% | $6,426-14.8% | $3,470+57.7% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,887-97.8% |