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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,861 | $131,835-75.8% | $108,582-70.7% | $273,972-88.4% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 6.43% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,513 | $4,913-48.8% | $3,758-33.1% | $4,869-48.4% |
| Participant deferral / active EE | $4,473 | $5,127-12.8% | $4,311+3.8% | $5,287-15.4% |
| Admin fee / account holder | $63 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |