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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,599 | $87,546-25.1% | $75,784-13.4% | $125,389-47.7% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -1.39% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,315 | $3,930-41.1% | $3,323-30.4% | $4,866-52.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $97 | $6,503-98.5% | $5,300-98.2% | $9,541-99.0% |