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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,925 | $84,518-39.7% | $67,704-24.8% | $125,389-59.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -3.43% | 2.57%-6.0pp | 25.41%-28.8pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,088 | $3,292-36.6% | $2,559-18.4% | $4,866-57.1% |
| Participant deferral / active EE | $4,601 | $4,430+3.9% | $3,585+28.3% | $5,352-14.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |