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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,829 | $87,544-10.0% | $75,784+4.0% | $125,388-37.1% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.45% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,252 | $3,930-68.2% | $3,323-62.3% | $4,866-74.3% |
| Participant deferral / active EE | $3,640 | $4,229-13.9% | $3,652-0.3% | $5,352-32.0% |
| Admin fee / account holder | $163 | $6,502-97.5% | $5,300-96.9% | $9,541-98.3% |