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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,770 | $131,835-62.2% | $108,582-54.2% | $273,972-81.8% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 8.34% | -91.57%+99.9pp | -51.70%+60.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,845 | $4,913-42.1% | $3,758-24.3% | $4,869-41.6% |
| Participant deferral / active EE | $7,357 | $5,127+43.5% | $4,311+70.7% | $5,287+39.1% |
| Admin fee / account holder | $5 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |