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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,161 | $69,541+6.6% | $59,899+23.8% | $135,380-45.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -3.49% | 7.95%-11.4pp | 3.46%-7.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $3,117 | $3,236-3.7% | $2,723+14.5% | $4,779-34.8% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |