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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,144 | $75,935-37.9% | $60,547-22.1% | $125,389-62.4% |
| Participation rate | 72.7% | 76.5%-3.8pp | 68.0%+4.8pp | 83.2%-10.5pp |
| Annual return | 0.98% | -5.38%+6.4pp | 335.64%-334.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $4,338 | $3,438+26.2% | $2,419+79.3% | $4,866-10.8% |
| Participant deferral / active EE | $7,141 | $4,506+58.5% | $3,328+114.6% | $5,352+33.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |