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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,050 | $127,386-63.1% | $115,037-59.1% | $125,388-62.5% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | -0.44% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,304 | $5,166-74.8% | $4,608-71.7% | $4,866-73.2% |
| Participant deferral / active EE | $4,979 | $6,423-22.5% | $6,026-17.4% | $5,352-7.0% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |