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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $105,623-38.6% | $87,502-25.8% | $273,972-76.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,534 | $3,141+12.5% | $2,550+38.6% | $4,869-27.4% |
| Participant deferral / active EE | $4,333 | $3,601+20.3% | $3,149+37.6% | $5,287-18.0% |
| Admin fee / account holder | $188 | $4,781-96.1% | $4,221-95.5% | $10,133-98.1% |