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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,387 | $92,219+24.0% | $76,768+49.0% | $135,379-15.5% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -4.76% | 5.46%-10.2pp | 2.43%-7.2pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,652 | $3,216-48.6% | $2,485-33.5% | $4,779-65.4% |
| Participant deferral / active EE | $5,505 | $4,508+22.1% | $3,852+42.9% | $5,609-1.9% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |