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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,207 | $140,592-42.2% | $123,106-34.0% | $125,388-35.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.75% | 16.80%-17.5pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,902 | $6,041-68.5% | $5,151-63.1% | $4,866-60.9% |
| Participant deferral / active EE | $6,389 | $6,980-8.5% | $6,229+2.6% | $5,352+19.4% |
| Admin fee / account holder | $200 | $11,198-98.2% | $9,015-97.8% | $9,541-97.9% |