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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,623 | $211,946+5.5% | $169,452+32.0% | $135,380+65.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.76% | 3.26%-8.0pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $4,355 | $5,117-14.9% | $4,157+4.8% | $4,779-8.9% |
| Participant deferral / active EE | $7,004 | $6,075+15.3% | $5,277+32.7% | $5,609+24.9% |
| Admin fee / account holder | $58 | $11,472-99.5% | $9,110-99.4% | $10,828-99.5% |