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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,478 | $152,651-34.2% | $105,218-4.5% | $125,389-19.9% |
| Participation rate | 90.9% | 81.5%+9.4pp | 77.2%+13.7pp | 83.2%+7.7pp |
| Annual return | -2.52% | 8.24%-10.8pp | 5.33%-7.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,311 | $4,802-51.9% | $3,255-29.0% | $4,866-52.5% |
| Participant deferral / active EE | $7,542 | $6,660+13.2% | $4,867+55.0% | $5,352+40.9% |
| Admin fee / account holder | $70 | $14,248-99.5% | $6,992-99.0% | $9,541-99.3% |