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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,199 | $73,848-6.3% | $143,799-51.9% | $68,486+1.0% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -13.26% | 0.91%-14.2pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $7,438 | $3,184+133.6% | $4,952+50.2% | $2,597+186.4% |
| Participant deferral / active EE | $4,705 | $3,385+39.0% | $5,638-16.6% | $4,028+16.8% |
| Admin fee / account holder | $199 | $5,755-96.5% | $14,677-98.6% | $5,404-96.3% |