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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,910 | $131,835-71.2% | $108,582-65.1% | $273,972-86.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 5.94% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,233 | $4,913-74.9% | $3,758-67.2% | $4,869-74.7% |
| Participant deferral / active EE | $6,032 | $5,127+17.6% | $4,311+39.9% | $5,287+14.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |