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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,882 | $127,387-14.5% | $115,038-5.4% | $125,389-13.2% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.77% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,675 | $5,166-48.2% | $4,608-42.0% | $4,866-45.0% |
| Participant deferral / active EE | $2,613 | $6,423-59.3% | $6,026-56.6% | $5,352-51.2% |
| Admin fee / account holder | $155 | $9,516-98.4% | $8,175-98.1% | $9,541-98.4% |