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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,091 | $73,848+8.5% | $143,799-44.3% | $68,486+16.9% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.1pp |
| Annual return | -12.85% | 0.91%-13.8pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $4,337 | $3,184+36.2% | $4,952-12.4% | $2,597+67.0% |
| Participant deferral / active EE | $4,670 | $3,385+38.0% | $5,638-17.2% | $4,028+16.0% |
| Admin fee / account holder | $52 | $5,755-99.1% | $14,677-99.6% | $5,404-99.0% |