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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,546 | $131,835-26.8% | $108,582-11.1% | $273,972-64.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.35% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,727 | $4,913-44.5% | $3,758-27.5% | $4,869-44.0% |
| Participant deferral / active EE | $3,842 | $5,127-25.1% | $4,311-10.9% | $5,287-27.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |