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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,897 | $131,835-50.8% | $108,582-40.2% | $273,972-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,295 | $4,913-12.6% | $3,758+14.3% | $4,869-11.8% |
| Participant deferral / active EE | $5,895 | $5,127+15.0% | $4,311+36.7% | $5,287+11.5% |
| Admin fee / account holder | $6 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |