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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,239 | $65,703+0.8% | $94,228-29.7% | $59,633+11.1% |
| Participation rate | 88.0% | 72.1%+15.9pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | -0.47% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $2,512 | $2,021+24.3% | $3,587-30.0% | $2,203+14.0% |
| Participant deferral / active EE | $4,633 | $3,143+47.4% | $4,320+7.2% | $3,192+45.2% |
| Admin fee / account holder | $172 | $4,264-96.0% | $6,269-97.3% | $4,297-96.0% |