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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,761 | $131,835-43.3% | $108,582-31.1% | $273,970-72.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 7.48% | -91.57%+99.0pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,774 | $4,913-63.9% | $3,758-52.8% | $4,869-63.6% |
| Participant deferral / active EE | $5,439 | $5,127+6.1% | $4,311+26.2% | $5,287+2.9% |
| Admin fee / account holder | $225 | $10,253-97.8% | $7,645-97.1% | $10,132-97.8% |