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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,962 | $131,835-29.5% | $108,582-14.4% | $273,972-66.1% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 6.37% | -91.57%+97.9pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $8,774 | $4,913+78.6% | $3,758+133.4% | $4,869+80.2% |
| Participant deferral / active EE | $1,843 | $5,127-64.1% | $4,311-57.2% | $5,287-65.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |