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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,119 | $107,791-53.5% | $90,645-44.7% | $135,377-63.0% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -8.40% | -0.90%-7.5pp | 1.88%-10.3pp | 519.75%-528.2pp |
| Employer contribution / active EE | $2,123 | $3,018-29.7% | $2,532-16.2% | $4,779-55.6% |
| Participant deferral / active EE | $4,290 | $3,872+10.8% | $3,425+25.3% | $5,609-23.5% |
| Admin fee / account holder | $222 | $5,930-96.3% | $4,994-95.6% | $10,828-97.9% |