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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,648 | $87,544-10.2% | $75,784+3.8% | $125,388-37.3% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.87% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,484 | $3,930-62.2% | $3,323-55.3% | $4,866-69.5% |
| Participant deferral / active EE | $5,686 | $4,229+34.4% | $3,652+55.7% | $5,352+6.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |