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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,973 | $95,188+23.9% | $76,518+54.2% | $135,379-12.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -1.96% | 4.85%-6.8pp | -0.27%-1.7pp | 519.79%-521.8pp |
| Employer contribution / active EE | $1,015 | $3,303-69.3% | $2,647-61.7% | $4,779-78.8% |
| Participant deferral / active EE | $4,793 | $4,640+3.3% | $3,836+25.0% | $5,609-14.5% |
| Admin fee / account holder | $277 | $6,249-95.6% | $4,849-94.3% | $10,828-97.4% |