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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,054 | $131,835-70.4% | $108,582-64.0% | $273,972-85.7% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $9,776 | $4,913+99.0% | $3,758+160.1% | $4,869+100.8% |
| Participant deferral / active EE | $7,771 | $5,127+51.6% | $4,311+80.3% | $5,287+47.0% |
| Admin fee / account holder | $280 | $10,253-97.3% | $7,645-96.3% | $10,133-97.2% |