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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,198 | $149,333-5.4% | $106,387+32.7% | $135,379+4.3% |
| Participation rate | 82.4% | 81.5%+0.9pp | 77.5%+4.9pp | 82.6%-0.3pp |
| Annual return | -5.52% | 0.52%-6.0pp | 0.25%-5.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $8,684 | $4,984+74.2% | $3,520+146.7% | $4,779+81.7% |
| Participant deferral / active EE | $4,414 | $7,230-39.0% | $5,421-18.6% | $5,609-21.3% |
| Admin fee / account holder | $289 | $15,952-98.2% | $7,510-96.1% | $10,828-97.3% |