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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,558 | $140,592-6.4% | $123,105+6.9% | $125,389+4.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -0.39% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,640 | $6,041-56.3% | $5,151-48.7% | $4,866-45.7% |
| Participant deferral / active EE | $6,736 | $6,980-3.5% | $6,229+8.1% | $5,352+25.9% |
| Admin fee / account holder | $43 | $11,198-99.6% | $9,014-99.5% | $9,541-99.6% |