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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,488 | $69,541+8.6% | $59,899+26.0% | $135,380-44.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | -6.85% | 7.95%-14.8pp | 3.46%-10.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,114 | $3,236-3.8% | $2,723+14.4% | $4,779-34.8% |
| Participant deferral / active EE | $6,440 | $4,206+53.1% | $3,402+89.3% | $5,609+14.8% |
| Admin fee / account holder | $270 | $5,737-95.3% | $3,592-92.5% | $10,828-97.5% |