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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,857 | $152,651-32.0% | $105,218-1.3% | $125,389-17.2% |
| Participation rate | 95.8% | 81.5%+14.3pp | 77.2%+18.6pp | 83.2%+12.6pp |
| Annual return | -0.37% | 8.24%-8.6pp | 5.33%-5.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,853 | $4,802+1.1% | $3,255+49.1% | $4,866-0.3% |
| Participant deferral / active EE | $2,698 | $6,660-59.5% | $4,867-44.6% | $5,352-49.6% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |